The fact that we are in a tech bubble is in no doubt Yeah... no. It is in doubt, otherwise all the smart people who are still taking risks would stop. I don't

The fact that we are in a tech bubble is in no doubt Yeah... no. It is in doubt, otherwise all the smart people who are still taking risks would stop. I don't pretend to know what the outcome is going to be, but from my perspective anyone who claims certainty is probably selling something. To be honest I find Benedict Evans' analysis more convincing. Like many others here I was there for the dot-com boom (& crash) and this feels very different to me. There's real revenue being generated from a decent sized online population, not just a legion of ad-funded sites fighting for speculative CPM dollars.