Carl wrote in to tell me about his new book, Frenzy. It's about decision-making in the face of big opportunities leading to bubbles, and is full of interviews of (and recommendations by) VCs and other tech financiers. I haven't read it yet, but it certainly sounds cool. Check out his survey of tech investors - for example:
"...During this period did you ever think you were investing in a bubble that would collapse and make investments worth very little or nothing ?"