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These deals certainly make the bubble look larger because people are double-counting revenue. They also seem to be triggering extreme investor FOMO.

> They also seem to be triggering extreme investor FOMO.

Bubble's only bad if you get out at the wrong time.

Only for you as an individual, from an economic and societal perspective a bursting bubble is never good!

It’s not the bursting that is bad. It’s the bubble that is bad. The bursting is unpleasant, but good.

Much like a boil.