It's white hot at the moment.
I find it a little arrogant that these aggregators think they can find and develop products better than the highly motivated business people they are buying. On the other hand having an exit must be attractive to many of the marketplace sellers.
And as analogies go this is one of the dumbest I have ever seen;
"Nobody looked at [Simon Property Group] as a competitor to Foot Locker — they’re not. They’re renting Foot Locker space for a store in the mall.”
