a16z podcast: valuations

We’ve been through equity bubbles before, most recently back in 1999, but people are crying “bubble” again. Marc Andreessen, Chris Dixon and Benedict Evans dissect today’s public market conditions and the valuations across the private market landscape to answer the question: Bubble or no bubble? Their conclusion, why there is good reason to be optimistic about the decade to come, and a new term, “the liquefication of monetization.”

Marc Andreessen, Chris Dixon and me talking about tech valuations and bubbles. 

(iTunes here, RSS here)

Benedict Evans