There's going to be a lot of deja vu at this year's Code Conference, put on by our partners at Re/code.
Anyone who attended the groundbreaking D: All Things Digital conferences over the past 11 years will recognize the high-powered lineup of senior executives. And the conversations about the impact of technology on our daily lives might seem familiar. But looming over this inaugural event is the shadow of another recognizable tech world presence: A possible bubble in tech valuations.
Analysts and economists have been debating with increasing urgency whether the tech world—and the market in general—is expanding too rapidly, setting itself up for a severe contraction.
Bert Dohmen, president and founder of Los Angeles-based Dohmen Capital Research Institute, tells CNBC he's worried about the parallels between the recent surge in M&A activity and similar buildups that occurred in 1999-2000, and in 2007-2008, each of which preceded market crashes.
"It's too exuberant," he said. "When companies have too much cash, they do not spend it wisely. Companies don't care about value anymore, all they care about making is deals."
Sharmin Mossavar-Rahmani, chief investment officer for Goldman Sachs' investment strategy group, takes a contrary view, however, saying in January "we don't have bubble troubles yet."
Whether we're in a bubble or not will certainly be among the topics of discussion at the Code Conference, but it won't be the primary focus. With a speaker lineup that's a who's who of business leaders, Re/code co-executive editors Walt Mossberg and Kara Swisher will have the opportunity to explore the latest advances in a variety of industries.
The conference, held in Rancho Palos Verdes, California, has long been sold out, but both CNBC and Re/code will regularly post news and videos from the talks. While mobile will certainly be a focus, as always, the speaker lineup indicates the discussions will also explore entertainment, social media and new trends in consumer technology.