Why This Isn't the Dot-Com Bubble | Martin Casado on WSJ's BOLD NAMES - AI + a16z

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Christopher Mims and Tim Higgins of the Wall Street Journal sit down with a16z General Partner Martin Casado on WSJ’s Bold Names to ask whether the AI spending boom is a bubble waiting to burst. Martin explains why the fundamentals differ dramatically from the dot-com era - when WorldCom had $40 billion in debt versus today's tech giants with hundreds of billions on their balance sheets - and why a speculative valuation correction shouldn't be confused with systemic collapse. They also discuss where a16z sees opportunity in the "long tail" of AI companies beyond the state-of-the-art large language models. Follow Martin Casado on X: Follow Christopher Mims on X: Follow Tim Higgins on X: Check out WSJ’s Bold Names: Check out everything a16z is doing with artificial intelligence here , including articles, projects, and more podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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