(warning: focus on the tech-sector) My reading of his argument was that the companies that will survive over the long term are more like the bootstrapped, cash-

(warning: focus on the tech-sector) My reading of his argument was that the companies that will survive over the long term are more like the bootstrapped, cash-flow positive and efficient tech companies with a good long-term culture. While Softbank-money driven companies will likely have disappeared by then.