Couldn't agree more with your points, and I agree that this clash is going to happen.. and that will be a great thing if it does!
If you are interested in connecting - I would be happy to trade observations over a video meeting and coffee/beer. d@physna.com
Disclaimer: I don't know if we are allowed to post this on HN, off the official posts, but I'm also hiring. We do 3D search, are growing rapidly, and have some excellent investors: Sequoia, Google Ventures, Tiger, etc.