Great points! Obviously Iβm 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 βseparation of wheat from chaffβ.
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.
.com
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Great points! Obviously Iβm 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 βseparation of wheat from chaffβ.
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.