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Microsoft: $327 billion market cap; Google: $356 billion market cap; Facebook: $153 billion market cap.

Did I miss where someone was arguing that Square or Box would become the next $200 billion company? I don't recall ever once seeing that argument made.

So what was the point of this article holding up those straw examples, and then referring to the business dynamics that MSFT / GOOG / FB enjoy?

For every Google, there are hundreds of small to mid size, successful technology companies.

Square doesn't need a monopoly to build a great $10 or $20 billion business in payments, and there's nothing wrong with achieving that scale vs. becoming a juggernaut like the before mentioned.




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