A first order phase transition usually proceeds by nucleating bubbles of the
new phase which then rapidly expand. In confining gauge theories with a gravity
dual, the deconfined phase is often described by a black hole. If one starts in
this phase and lowers the temperature, the usual description of how the phase
transition proceeds violates the area theorem. We study the dynamics of this
phase transition using the insights from the dual gravitational description,
and resolve this apparent contradiction.Comment: 11 pages, 1 figure. v2: minor clarifications, reference adde