The Difference Between a Bubble and a Bad Bet @villageglobalvc
The Difference Between a Bubble and a Bad Bet @villageglobalvc
Uploaded July 2026 | Updated September 2026, 2 weeks ago
Village Global Chairman Reid Hoffman says the AI bubble narrative misunderstands what a bubble actually is.
A bubble collapses because nobody wants the thing. That's not what's happening. Anthropic's revenue is limited by its compute, not its demand. Intelligence at the cost and scale of electricity is massively useful and massively wanted. Some data centers may get written down. Some bets will lose money. But a bad investment in a real market is volatility, not a bubble.

#reidhoffman #AI #tech
The Difference Between a Bubble and a Bad BetThis Is Why You Do In-Person Sales | Alex Jekowsky (Cents)From Milking Cows in Kyrgyzstan to Building a $98%-Approval Law Firm | Aizada Marat (Alma)Do VCs incentivize bad ideas?Sherwood Callaways Vision for Software That Fixes ItselfMichael Hochberg on What the AI Boom Actually Has in Common With the Dot-Com EraThe Math That Makes Solar Optimists UncomfortableMax Kilberg on Why Series A Is the Hardest Round to Raise Right NowThe Assumption About AI and Jobs That Zuckerberg Pushes Back OnHow Meta Is Rethinking What Was Never Cost-Effective to Do BeforeThe Circuit Diagram Theory of Art That Jade Q. Wang Applies to AIAndrew Wilkinson’s Lessons Learned From Building Tiny
Village Global |

The Difference Between a Bubble and a Bad Bet

SHARE TO X SHARE TO REDDIT SHARE TO FACEBOOK WALLPAPER