I went to the conference, and I do think that there will be a similar wave of revaluation for many of the companies involved. There was generally a lack of cri

I went to the conference, and I do think that there will be a similar wave of revaluation for many of the companies involved. There was generally a lack of critical thinking about moats, competition and other business realities that bring people to earth. For the time being though it's fun to watch.