@paulg Charts on why its possible to have increased risk from rising burn rates at the same time as no bubble. http://blog.pitchbook.com/has-the-canary-just-sung-or-are-the-pros-crying-wolf-over-burn-rates/ …
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@trengriffin@paulg chart also doesn't include 2014 (major uptick) and new sources late stage $$ (which is the majority of funding) -
@trengriffin@paulg also, I never said there was a valuation bubble -- I just said burn rates and "risks" are quite high. -
@bgurley@pmarca@trengriffin@paulg So you don't think there's a valuation bubble or you're not sure yet? -
@mikeokhravi No bubble. Read the strand. - 1 more reply
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RT
@paulg: Why there's not a bubble now, in one graph (from http://bit.ly/1i2ElNH ). pic.twitter.com/GtYfgD1cVJ#Salesforce
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@paulg That graph would look very different if it was corrected for inflation though... or rather, for deflation in computing costs. -
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@paulg Nasdaq has 1/2 components it did in 1999 – 2,500 vs 4,700. But co's in the index are 2x the size on averageThanks. Twitter will use this to make your timeline better. UndoUndo
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@paulg@davemcclure There is actually a bubble, but it’s a bubble bubble: A bubble of people thinking that there’s a bubble.Thanks. Twitter will use this to make your timeline better. UndoUndo
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@paulg@parislemon But I believe there’s a bubble, my make believe graph that’s based on nothing tells me so. Therefore, we’re in a bubble. - 2 more replies
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@paulg $$ value a bad metric given lower startup cost today - surprised to see # of deals lower too but I suspect it doesn't include seed - 1 more reply
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@paulg vc's are saying that every company is getting funded and there's too much capital in the market. The data says otherwise evidently. -
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