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Great post, but I think when they talk about consumer they are talking about totally free consumer facing time-sink eyeball-monetization companies like Facebook, Twitter and Pinterest. I don't think they consider consumerised enterprise to be in the same category. I could be wrong though.

Yes, I (roughly) agree. The consumer companies Scott was talking about are ones where they need to generate a "lightning in a bottle" effect to work as investments. There are other kinds of consumer companies that are much more straightforward to analyze -- for example, those that pay to acquire customers and have a model to make money by doing that.

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