Sometimes interpreting what is happening is an art of trying to connect the dots (the ones we see). I think what Alex did has merit as he is presenting the dots he found and building a mental pattern. What I read from the dots presented is a case that venture is an ego play more than a logical one.

My research indicated otherwise (https://bit.ly/3M9iWrw) I got to a different conclusion but my set of dots was different. Both are equally viable in approach. After all, we are all trying to understand what is happening from afar....