Thoughtful analysis. I wonder if the Israeli startup eco-system can now really start balancing b2b and b2c investments, and become the east coast meet west coast it can be.
imho the assumption that this deal will cause the industry 180 degrees change is incorrect. It's an amazing company & an amazing deal but not a game changer deal.
I never said it wasn't. I just said it turned a lot of heads around when it was bought for such a large amount of many. I've talked with many investors who will now start to re-think they investment strategy considering they automatically disqualified consumer oriented companies because they thought companies like these won't be able to make it from Israel.