Bubble talk

The post critiques the narrative of a tech bubble, arguing that focusing on market corrections detracts from meaningful discussions about innovation and company performance. The author proposes three forward-looking bets on the future valuations of specific tech companies, emphasizing the importance of innovation over market speculation. He invites investors to engage in a bet to challenge his views.

Published 2015-03-24 3 min read 526 words 3 topics

Before you set out 3/5 Navigation SeverityCartographic IncidentThe route is real, but the signage gets weird enough to deserve a field note.

Excerpt · opening linespulled from source

I’m tired of reading about investors and journalists claiming there’s a bubble in tech. I understand that it’s fun to do and easy press, but it’s boring reading. I also understand that it might scare newer investors away

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Original source

Read the full essay on Sam Altman's blog

blog.samaltman.com/bubble-talk

Opens the original in a new tab · last reachable 2026-06-05

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