Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
Jul 20, 2026 · 2 min
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0:00You and I lived through a couple of bubbles.
0:01We've seen this movie before.
0:05And this wave seems very different than the dot-com wave.
0:08So let's talk about that.
0:09Are you concerned about a bubble?
0:11We're seeing bubbly-like behavior.
0:13People, it's not the traditional dot-com bubble, right?
0:16Because back then there were companies going public, getting crazy valuations, and people are buying them.
0:20And the stock would go up, you know, 50%, 100% with companies that had no revenue, no traffic, no nothing.
0:27And you'd go get a cab back then and people would be talking about them.
0:30And you don't see that at all today.
0:32So it's not a bubble that's going to impact most people in the room, right?
0:35Or most people across the U.S., but it could just destroy a lot of VCs and a lot of funds and a lot of PE, right?
0:45Because they're going all in.
0:47I'm going all in.
0:50App11 started with an $8 domain and no VC funding and became one of the largest ad platforms in the world.
0:57Now, that same engine powers AppLeven ads for e-commerce.
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