Matt talks today about the unreasonable Web. I'd take what he says there a step further and express the concern that the unreasonable web people may have ruined several viable business opportunities for everyone who follows them. It's going to be hard to get funding for ideas like another Kozmo with all of these failures and the bad press that has followed them. Having said that, my experience has been that VC firms as a group aren't particularly brilliant at distinguishing between a real business opportunity that meets a market need and is staffed with talented people and folks who haven't got a clue with some lame business plan with no focus.
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