This is a really good way to think about it. On one hand, companies that espouse the idea that users = value, with no monetization, are probably in line for a

This is a really good way to think about it. On one hand, companies that espouse the idea that users = value, with no monetization, are probably in line for a correction. But on the other hand, companies that actually change the way the world will look in 10-50 years (medical technology, energy technology, better AI) are probably going to be worth a lot more once they all get out of their relative beta periods.