The Minutes of Gavin Baker on internet bubble https://minutesof.com/gavin-baker/on/internet-bubble/ Everything Gavin Baker has said on internet bubble: 2 verbatim quotes between July 2026 and August 2026, each with a timestamp and a link to the recording… en Mon, 31 Aug 2026 13:08:42 +0000 Baker compares current AI buildout to internet bubble risks if debt-funded rather than cash flow-funded. https://minutesof.com/q/935d1e9b-539a-47a6-8b61-670076129eb3/ https://minutesof.com/q/935d1e9b-539a-47a6-8b61-670076129eb3/ “So if supply and demand get a little bit out of whack, things can unwind very, very, very quickly. That's what happened in the Internet.” — Invest Like The Best Tue, 04 Aug 2026 12:00:33 +0000 internet bubble Baker says Internet bubble scars with 80-85% drawdowns keep a lid on tech valuations today. https://minutesof.com/q/4d1d5bb9-4071-40de-9a76-74d264e2d9a0/ https://minutesof.com/q/4d1d5bb9-4071-40de-9a76-74d264e2d9a0/ “In the bubble, you went down 80 or 85. Dramatically different. And so the scars are so deep from that bubble that just that puts a lid on tech valuations.” — Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 internet bubble