I guess you're right. I didn't think of it that way. But you know there was this subtext of the post that was a criticism of how SV works as far as sane investments go and I think if you apply Groupon to that it makes sense. Groupon is the kind of company that is unsustainable yet has been allowed to grow so large through investment even though any sane person knows they're hemmoraging money. He definitely should have picked a company based in SV but I still get his point.