I completely believe him on it being a bubble, that this is not-a-Uber-situation, and that it's worse than whatever-you-might-call-it — but get a grip, dude. Yes, bubble. People and their investments are going to get hurt. But there is also some really nice things we'll get out of this (that, of course, might not make up for the damage that it'll do) It's also pretty clear his ever-longer articles are just him testing out his upcoming book. But the tone is starting to overshadow the substance, which is a shame, because the underlying argument is solid enough to stand on its own without the theatrics.