Is Tech bubble 2.0 arriving next year?

Citibank / Finance $$>RSU
Dec 23, 2018 20 Comments

It’s starting to walk and quack like a duck. How bad will it be in 2019?

https://www.cnbc.com/2018/12/17/sonos-svmk-and-spotify-among-the-2018-tech-ipos-that-are-underwater.html

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TOP 20 Comments
  • EMC
    dicpic

    EMC

    BIO
    Free. Just ask ....
    dicpicmore
    Yes funding can become tight and valuations can be low. But companies of today have real value they are not bogus ".coms". Try living a single day without Amazon or Uber.
    Dec 23, 2018 13
    • Chase qoSz07
      TinyGirl, don't know where & when you where in Thailand when you referenced that you didn't see many people use ride sharing. In Bangkok, they use it all the time because taxis suck.
      Japan has a different situation - their taxis are so good that ride share can't even compete.
      Dec 23, 2018
    • New
      TinyGirl

      New

      PRE
      Google
      TinyGirlmore
      I have been in Bangkok +10 times and I have loads of friends there. People often take regular taxis and they are just fine if you can communicate with the drivers.
      Dec 24, 2018
    • Airbnb rdsl4d2
      Locals are fine taking taxis because they know the local price and the drivers don’t try to rip them off. If you speak Thai the drivers assume you know the prices too.

      Every single foreigner that only speaks English gets ripped off. They know enough English to communicate, that’s not the issue.

      In many other countries taxis are a major safety problem. It’s genuinely dangerous to take regular taxis in much of Latin America, Africa, even some parts of Asia. Uber is much safer.
      Dec 24, 2018
    • New
      TinyGirl

      New

      PRE
      Google
      TinyGirlmore
      Sure, but claiming that it’s “huge” is definitely a stretch.

      It’s an alternative to the regular transportation for those that don’t know how to use the regular transportation due to communication, fear, risk etc.
      Dec 24, 2018
    • Netflix / Eng
      model

      Netflix Eng

      PRE
      Google, Amazon
      modelmore
      I rarely buy anything from Amazon these days, price matching is gone and other stores provide better deals most of the time. Uber in my use case is like once a month on an average.
      Dec 24, 2018
  • Intuit xN1y3k
    Valuations are based on real revenue (but cheap borrowing costs). It’s going to be a soft landing. Decreased valuations but we don’t have:

    - failing banks
    - lots of bad debt (tightened loan standards)
    - companies with business models a smidge more advanced than pets.com

    I voted “dot.com 1.0 lite”. The fed unwinding QE and rising rates will have a greater impact than changes to fundamentals in tech.
    Dec 23, 2018 2
    • New
      TinyGirl

      New

      PRE
      Google
      TinyGirlmore
      Isn’t the Auto Debt and Student Debts in a really bad state?
      Dec 23, 2018
    • Intuit xN1y3k
      They are, but lack of discretionary spending of millennials (due to student loans) doesn’t necessarily impact tech any more/less than other industries.

      Student loans, while high, are being mostly repaid.
      Dec 23, 2018
  • Microsoft
    oi vey

    Microsoft

    BIO
    d a n k m e m e s
    oi veymore
    Do not trust Duck Typing. TypeScript is the future.
    Dec 23, 2018 0
  • Airbnb rdsl4d2
    If the Uber and Lyft IPOs flop it will really hurt the industry. Will be harder to get funding and there will be resulting effects for years.
    Dec 23, 2018 0
  • GoodRx BobAxelrod
    The 2.0 bubble was years ago with companies like Groupon, Zynga, Demand Media and countless other companies that went public in 2011 during the first real big IPO wave since the crisis. Obviously all those companies didn't pan out for shareholders.
    Dec 23, 2018 0