I used to think Guy Kawasaki was smart

Based on some stuff he’s written.

But huh?

Guess not.

As an entrepeneur, he doesn’t get it.

As an investor, I’m not convinced he gets it. I actually don’t base any investments on how much it would cost to build a pile. Beyond one’s faith that the people doing it can do it, it’s about the size of the market, revenue and the return on investment.

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