<i>What these hyperventilating "visionaries" overlooked is that the market pays for value added. Two yuppies in a living room buying an e-commerce engine from company A and selling merchandise made by company B and warehoused and shipped by company C, with customer service from company D, isn't honestly adding much value.</i><p>I find Spolsky kind of hit or miss, but this I rather agree with. Then again, one wonders if the current funding climate <i>cares</i> about this truth.