It's not clear at first that the things we're looking at are the companies, not the elements of the stacks in use. Many of them are themselves parts of other pe

It's not clear at first that the things we're looking at are the companies, not the elements of the stacks in use. Many of them are themselves parts of other peoples stacks. I'm worried that this is proof that a lot of the big darlings of the 'industry' are really just feeding off each other's venture capital.