Things can be overpriced (and therefore in a bubble), while still adding value.
Things can be overpriced (and therefore in a bubble), while still adding value. The people saying we're in a bubble aren't claiming that the companies affected by the bubble are bad companies. They're saying that the price required to buy into them isn't commensurate with the future revenue those companies will generate. Think about it this way. Wikipedia adds a tremendous amount of value to the world, but it can't capture any of that value, since people don't really want to pay for it, so if in some hypothetical world you could buy equity in Wikipedia valuing Wikipedia at say, $10b, then Wikipedia would be overvalued, even though it may in fact have generated many times more than $10b of value. Of course, you could argue that if Wikipedia were for profit it would be able to find some way to capture that value. In effect, this is where the disagreement arises between those who say there is no bubble and those who say there is.
Posted by jeffreyrogers on Mar 24, 2015, 8:08 PM
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Raise real-world problems, find people facing the same issue, and discuss solutions.7,500 issues0 comments
pricing (EdTech)
Yeah PC was a horrible platform before Win2k, but there was a beautiful short time period when we had alternatives like Amiga, Atari, NeX...
Living in a 200+ year old house, I've seen a lot of this first-hand through both planned and unplanned renovations and repairs.
Is anything with the pebble time able to capture heart rate for historical data analysis?
Datastar has evolved into a suite of tools [1].
> real issue is that MSG is basically a public utility.
Everything good is a slippery slope: every step in the right direction is bad if you overshoot.
Status Update - May 2026
I think what you wrote makes sense, and you missed one critical aspect : shared access to excessively expensive capitalized facilities an...
Things can be overpriced (and therefore in a bubble), while still adding value.
Things can be overpriced (and therefore in a bubble), while still adding value. The people saying we're in a bubble aren't claiming that the companies affected by the bubble are bad companies. They're saying that the price required to buy into them isn't commensurate with the future revenue those companies will generate. Think about it this way. Wikipedia adds a tremendous amount of value to the world, but it can't capture any of that value, since people don't really want to pay for it, so if in some hypothetical world you could buy equity in Wikipedia valuing Wikipedia at say, $10b, then Wikipedia would be overvalued, even though it may in fact have generated many times more than $10b of value. Of course, you could argue that if Wikipedia were for profit it would be able to find some way to capture that value. In effect, this is where the disagreement arises between those who say there is no bubble and those who say there is.
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