Part 11/15:
Will We See a Bubble Burst or Market Correction?
Casado states that market corrections are inherent in technological waves, citing previous cycles like mobile, cloud, and SaaS. Valuations tend to fluctuate, sometimes wildly, but don't necessarily lead to systemic collapses. He emphasizes that the fundamental health of the industry, paired with the increasing integration of AI into existing business models, makes a broad market collapse unlikely.
He warns, however, that short-term market dips and corrections remain possible—especially given the enormous concentration of market value in a few large tech companies and the significant capital inflows fueling the sector. Yet, these are seen as temporary adjustments rather than signs of an impending systemic disaster.