5 Comments
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Michael Spencer's avatar

One of my favorite newsletters keeps delivering. You make a lot of good points.

Kevin Xu's avatar

Thanks Michael!

Andrew Smith's avatar

Think we'll see the bubble burst before the end of the year? The momentum seems pretty silly at the moment.

Kevin Xu's avatar

A little deflating before end of year is certainly in order and likely

Andrew Smith's avatar

I don't know if I feel like it's "likely" exactly, but I would say strong possibility. I just remember how long things ran during dot com and other bubbles.