[BorisMelnik]

I don't think anyone is really implying that having a $40 million company isn't a good thing to have on your hands. The main idea of this article is the overall scalability of these types of companies from a VC / enterprise point of view. $40 million is a lot to me, but pennies to others.

With competitors such as Amazon, 40 million in a lot of cases might be 10% or less of the marketshare. Or it is 100% of the market but it is tapped out.

Ecommerce is kind of a vast term. I think it is also important to look at if the company drop ships, has inventory, or manufacturers goods in-house. Huge difference there.