Nathan Zaru
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Is there a bubble?

3/24/2011

 
Although I've lived here all my life, I'm still a relatively new participant in Silicon Valley - last time there was a bubble it cracked just about the time my voice did.  

When the news of your financing generates unprecedented mountains of PR, more than news of people actually using your product (for better or worse) ever has, it tells me something is up.  It suggests that the intrinsic value and book value of your company is perhaps misaligned.  Hence the news with Color.  Not sure if this means there is a bubble or not, but I think we are certainly in a new frontier.


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