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I'm not saying these companies provide any value. Looking how I wrote my previous comment, I might've mispoken. What I was trying to say is that early on, whenever someone pitches B2Cs to me, I tend to think they're all stupid. I don't get them.

That's not to say they don't provide value. Same thing on the B2B side. They provide a ton of value, so no reason to think one is better than the other.

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You don't 'get' how B2C companies work? What does this even mean? You would pass on Uber because you can't understand how a business could possibly sell directly to customers?

Why not just say you focus solely on B2B companies? That's a lot more reasonable than trying to argue that B2C is 'stupid', because the market caps of these companies would strongly disagree.

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