World Model · podcast knowledge graph

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

2026-02-05 · 29 min · episode 1031 · 19 entities

episode page audio

Asserted relationships

  • → references Martin Casado person
    0.77
    evidence rules-v4
    Link in episode "Why This Isn't the Dot-Com Bubble | Martin Casado on WSJ's BOLD NAMES": https://twitter.com/martin_casado
  • → hosted by Andreessen Horowitz person
    0.55
    evidence rules-v4
    Feed author/publisher: Andreessen Horowitz
  • → discusses Science concept
    0.40
    evidence rules-v4
    Feed category: Science
  • → discusses Technology concept
    0.40
    evidence rules-v4
    Feed category: Technology
  • → discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • → discusses Entrepreneurship concept
    0.40
    evidence rules-v4
    Feed category: Entrepreneurship
  • → hosted by a16z company
    0.40
    evidence rules-v4
    Feed author/publisher: a16z
  • → references Wsj The Future Of Everything person
    0.38
    evidence rules-v4
    Link in episode "Why This Isn't the Dot-Com Bubble | Martin Casado on WSJ's BOLD NAMES": https://wsj.com/podcasts/wsj-the-future-of-everything

Entities found in this episode

concepts 12

  • mentioned Science concept
    0.50
    evidence rules-v4
    Feed category: Science
  • mentioned Technology concept
    0.50
    evidence rules-v4
    Feed category: Technology
  • mentioned Business concept
    0.50
    evidence rules-v4
    Feed category: Business
  • mentioned Entrepreneurship concept
    0.50
    evidence rules-v4
    Feed category: Entrepreneurship
  • 0.42
    evidence rules-v4
    Why This Isn't the Dot-Com Bubble | Martin Casado on WSJ's BOLD NAMES
  • discusses Science concept
    0.40
    evidence rules-v4
    Feed category: Science
  • discusses Technology concept
    0.40
    evidence rules-v4
    Feed category: Technology
  • discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • discusses Entrepreneurship concept
    0.40
    evidence rules-v4
    Feed category: Entrepreneurship
  • mentioned WSJ concept
    0.35
    evidence rules-v4
    WSJ
  • mentioned BOLD concept
    0.35
    evidence rules-v4
    BOLD
  • mentioned NAMES concept
    0.35
    evidence rules-v4
    NAMES

persons 6

  • mentioned Martin Casado person
    0.90
    evidence rules-v4
    Link in episode "Why This Isn't the Dot-Com Bubble | Martin Casado on WSJ's BOLD NAMES": https://twitter.com/martin_casado
  • references Martin Casado person
    0.77
    evidence rules-v4
    Link in episode "Why This Isn't the Dot-Com Bubble | Martin Casado on WSJ's BOLD NAMES": https://twitter.com/martin_casado
  • mentioned Andreessen Horowitz person
    0.70
    evidence rules-v4
    Feed author/publisher: Andreessen Horowitz
  • hosted by Andreessen Horowitz person
    0.55
    evidence rules-v4
    Feed author/publisher: Andreessen Horowitz
  • mentioned Wsj The Future Of Everything person
    0.45
    evidence rules-v4
    Link in episode "Why This Isn't the Dot-Com Bubble | Martin Casado on WSJ's BOLD NAMES": https://wsj.com/podcasts/wsj-the-future-of-everything
  • references Wsj The Future Of Everything person
    0.38
    evidence rules-v4
    Link in episode "Why This Isn't the Dot-Com Bubble | Martin Casado on WSJ's BOLD NAMES": https://wsj.com/podcasts/wsj-the-future-of-everything

companys 1

  • hosted by a16z company
    0.40
    evidence rules-v4
    Feed author/publisher: a16z
Episode description as stored
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: https://twitter.com/martin_casado Follow Christopher Mims on X: https://twitter.com/mims Follow Tim Higgins on X:  https://twitter.com/timkhiggins Check out WSJ’s Bold Names: https://www.wsj.com/podcasts/wsj-the-future-of-everything Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.