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Webvan

Mentioned in 2 analyzed podcast episodes across 1 show

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Better Offline · Jan 29, 2026

AI Is Worse Than The Dot Com Bubble: Part Three

“Dot-com bubble casualty, unprofitable business model that failed to achieve profitability”

AI Bubble Valuation RiskNvidia Market ConcentrationDot-Com Bubble Comparison

Better Offline · Jan 27, 2026

AI Is Worse Than The Dot Com Bubble: Part One

“Dot-com bubble grocery delivery startup; peaked at $8B market cap before collapsing; model later succeeded as Instacart”

AI bubble economics and unsustainable GPU infrastructure spendingDepreciation accounting and its impact on reported profitabilityTech industry layoffs and shareholder supremacy