[wpietri]

I'm not sure this is a sign that the speed of business is really quickening all that much. VC-funded bubbles provide a local acceleration in business speed, but they also drastically increase risks and systemic waste.

It's also not clear to me that there will be "a winner" once the VC money runs out. There's no "a winner" in the convenience store market, for example. A study lists 202 viable convenience store chains, the smallest has over 30 stores. [1] And that ignores the many one-off chains, and some of the places like Walgreens and CVS that clearly substitute for convenience stores for many.

[1] http://www.cspdailynews.com/industry-news-analysis/top-conve...