VC-backed firms that are focused on enterprise don't worry me, those focused on the consumer side worry me. Consumers are more fickle than businesses, which gen

VC-backed firms that are focused on enterprise don't worry me, those focused on the consumer side worry me. Consumers are more fickle than businesses, which generally lock in vendors and want streamlined items. With consumers, an item like Snapchat is the hot item today, but AIM was the hot item before that, then it was Skype, etc, etc, etc. Consumers don't have the loyalties that enterprise has. Facebook was smart because it has built an ecosystem around its graph, others haven't and I fear eventually those "utlra-unicorns" are going to face reality and that is going to hurt firms, even your own. And with some firms their path to profitability is total nonsensical. Monetizing is extremely difficult when you can't actually charge your customers in any significant way without completely driving them away.