It's hard to say for certain whether we are in a dangerous valuation bubble for Internet companies or not, as we were around 2000.
It is clear there is an enormous wave of Internet innovation going on at the moment. But there will be excesses and failures, as well as some big new market leaders.
But one difference seems to be that all the emerging companies are applications and software firms. You'd be hard pressed to name a hardware company that is among the emerging firms.
Wednesday, March 30, 2011
Tech Company Valuation: 1999 and 2011
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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