On: Twilio S-1

[jrcii]

I worry that maybe there's a bubble in Silicon Valley created by all these startups being large customers of each other so it's just a bunch of VC money going around in circles.

[callalex → jrcii]

Isn't lots of capital flowing around the goal of any healthy economy?

[rattray → callalex]

Yes, but if the flow is too isolated it's vulnerable to exponential deceleration