after the gold rush or is it just begging you ain t seen nothing yet time i n o c u la ti blaming innocent b q s yossi vardi value a r e w g d m h v l x p lo y disenchantment panic capitulation squeezed out rc eiv fear despair bu concern excess valuation deployment of decreases over due to moor law complacency burst disconnect between and demand consolidation squeeze many entries lots frogs few princes preemptive creation network effects metcalf