Of course there's a risk, but that doesn't mean its a bad idea. I would say a great deal of the companies in the world are somehow at the mercy of the fates, i

Of course there's a risk, but that doesn't mean its a bad idea. I would say a great deal of the companies in the world are somehow at the mercy of the fates, in a way similar to Zynga. A bus stop moves, and your convenience store no longer gets traffic for example. Lockheed Martin has one major customer - what would happen if the DoD arbitrarily changed the rules for them? Every tech company relies on Google and Twitter for marketing and traffic, what if they got caught it some algorithmic change and stopped getting search traffic? And so what - there's risk everywhere, but there's opportunity too. At the risk of getting screwed, Zynga carved a $200m a year business. And now what? They get 30% less? A nice problem to have.