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And I'm saying, the acquisition is already planned and these investors aren't investing in Color, they're essentially investing in Facebook pre-IPO without going through Goldman's special investment vehicle.

None of the investors mentioned (Sequoia, Bain Capital, SV Bank) are Facebook investors yet.



But... what if facebook just buys one of the inevitable competitors for a fraction of the price? Or builds the feature on their own?

So far I'm missing the special sauce that makes them a must-buy-can't-clone.




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