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But even if you add all of this up, double it, square it, and add a billion dollar confidence interval, it still doesn't add up to what #BankOfAmerica analysts called "a defining moment — like the internet in the ’90s." For one thing, the most exciting part of the "internet in the '90s" was that it had incredibly low barriers to entry and wasn't dominated by large companies - indeed, it had them running scared.

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