"Which brings me back to my original point: there is so much money chasing so many good ideas, but there are very few founders who can effectively execute." It

"Which brings me back to my original point: there is so much money chasing so many good ideas, but there are very few founders who can effectively execute." It's a good thing that "everyone calling it a bubble means it isn't a bubble" (also from TFA) because otherwise this would sound like the classic conditions for one: too much money chasing returns in suboptimal companies because there's a shortage of good ones...