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http://fredwilson.vc/post/218958508
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A VC: Fred Wilson Dot VC

Julien · 2 months ago

Indeed, when I saw that slide, I was wondering whether the the size of the bubble would still have grown if it was the market size that was represented and not the number of units. I would think so, but we might have discrepancies...
fredwilson · 2 months ago

Bigger but not by as much. That is what drives the tech business