> As for one strategy making more sense, you cannot simply assert that when you have no numbers to back that up. I can't give numbers, because they are simply

> As for one strategy making more sense, you cannot simply assert that when you have no numbers to back that up. I can't give numbers, because they are simply impossible to quantify at this stage. (Note I said 2016, which is about the same time it'd take for Color to ramp up to its full potential.) My point is, Color is a long shot. > nor do I think it's particularly likely that they'll succeed in becoming a multi-billion-dollar industry. But it doesn't have to be likely, when your ROI is potentially so high. "potential" is the weasel word here. You can't possibly begin to anticipate ROI numbers for a particular investment at the stage Color is in. And you most certainly don't pump $40 million in a company if you think it's unlikely they'll succeed in becoming a multi-billion dollar industry. This is all just a bit WTF-ish.