The Diary Of A CEO

Mark Cuban × Steven Bartlett

Cuban sees bubble-like pricing in Bitcoin, Micron, Google and Apple, where a one-cent earnings difference can coincide with an 18% share-price move, though he cannot identify a crash trigger.He questions whether AI financing needs will outrun returns as hyperscalers compete with government borrowers, and what gets crowded out if 10-year yields rise.He advocates patience and cash for a potential downturn, while timing, trigger and eventual winners remain unknown.