Absolutely. It's like a very out of the money call option. Doesn't cost much to play, but huge upside. The strange thing is this goes against some traditiona

Absolutely. It's like a very out of the money call option. Doesn't cost much to play, but huge upside. The strange thing is this goes against some traditional thinking, which says that larger firms are more able to bear risk than smaller ones since they can diversify away the costs of failed projects. To your point, it's actually the VCs that do this diversification rather than the large companies.