Hints and tips:
...Bill Gurley, of Benchmark Capital, has identified a worrying concentration of investors in slightly larger “Series A” companies — a “reoligopolisation”, he calls it — with only a handful of blue-chip VC...
...Or as Wilson put it in his blog (our emphasis): But burn rates are exactly that. Burning cash. Losing money. Emphasis on the losing....
...Fred Wilson at Union Square Ventures echoed those concerns on his blog....
...“We are almost 20 years into the consumer web and we have large platforms that are starting to suck up a lot of the oxygen,” wrote Union Square Ventures partner Fred Wilson in a widely cited November blogpost...
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