My point is that maybe a higher level of investment IS sustainable. I don't know what his IRR is but he says "enjoyed an amazing run" which I am guessing means

My point is that maybe a higher level of investment IS sustainable. I don't know what his IRR is but he says "enjoyed an amazing run" which I am guessing means something north of 25%. That rate of return will not stay that high as more investors jump in who are willing to accept a lower return. Hopefully we are coming up the "Slope of Enlightenment" this time: http://www.gartner.com/technology/research/methodologies/hype-cycle.jsp http://www.gartner.com/technology/research/methodologies/hyp...