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Discussion on: The COSS Monetization Reckoning Is Coming

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Joseph (JJ) Jacks

Great points! Obviously I’m extremely biased in that I believe COSS will be worth $2-3T+ as a category by 2030 and today it is 20X~ smaller than that, but there will still be a lot of β€œseparation of wheat from chaff”.

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Ben Halpern

I'm with you.

Arguably there is no market-wide exuberance, just that people aren't sure who the winners are, so it's kind of a "spray and pray" mentality.

During the .com bubble: Many companies overvalued. The great ones like Amazon were radically undervalued.