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#2"It’s a path that every truly successful company has followed for the past million years. The human race will always be creating things. Real things. Things that can be held in your hands, not services designed to sell you those products."
Looking to the past for insight in to the future of an internet services company isn't going to get you very far. The field is too new. The closest analogy would be a 'real world' services company - lawyers, accountants, advertising, etc. The most successful ones of those certainly haven't turned to making real things.