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

Podcast: The a16z Show (LS 63 · TOP 0.1% what is this?)Episode: Why This Isn't the Dot-Com Bubble | Martin Casado on WSJ's BOLD NAMESPub date: 2026-02-05Get Podcast Transcript ?powered by Listen411 - fast audio-to-text and summarizationChristopher 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_casadoFollow Christopher Mims on X: https://twitter.com/mimsFollow Tim Higgins on X:  https://twitter.com/timkhigginsCheck out WSJ’s Bold Names: https://www.wsj.com/podcasts/wsj-the-future-of-everything Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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