Assuming the conclusions are true, then it probably matters to you if you are employed or investing in a company trying to make money from this sector.  Potentially, it could affect the investment community in general like the dot com bust of the 90s as well.  People investing in or working for marginal startups may find themselves looking for work.<p>More generally, as companies die their assets will be sold off.  These kinds of startups have virtually no tangible assets. Instead they have personal information.  This will be sold, regardless of any previous policy.  So if you were banking on the data privacy policies of an ad company to keep your data private, you might find that it is no longer in effect.<p>Of course, if there is an implosion then the price of this information will dwindle to almost nothing (given that there will be so much of it available).  So it might not be so bad.  Hard to say...<p>Still, hating to be the bear, but I really am expecting a correction in the start up field some time in the future.  Personally, I wouldn&#x27;t touch any SF real estate.  But these kind of things are so difficult to predict ;-)