Facebook was the next Google, Google the next Microsoft. Analogies are never perfect, but that's what I meant. The next big thing, in terms of cash returns to e

Facebook was the next Google, Google the next Microsoft. Analogies are never perfect, but that's what I meant. The next big thing, in terms of cash returns to early/mid investors. For the purposes of this argument "next Twitter/Instagram/LinkedIn/etc" work too. WeWork bought meetup for $150m. They sold it for less. Facebook is worth thousands of times more. My point is that considering the price of meetup, the odds of turning it into something worth 10x or 100X bigger create a risk/reward reality that is decisive. That's all. Your bet on "$0.5-2B companies in the B2B space," works fine in this context.