Seems like pretty lackadaisical coverage with no actual data backing it up other than a line about "many investors told Axios..." which might be interesting if

Seems like pretty lackadaisical coverage with no actual data backing it up other than a line about "many investors told Axios..." which might be interesting if we understood how many they talked to, quality of the firm, etc. Generally, I'm actually inclined to agree with the article, but what is essentially an opinion piece presenting itself as real coverage annoys me.