There's an expression in film - the audience is either crying or talking. Which means that if you (the filmmakers) move them emotionally, all reason and analysis go out the window. If you fail to move them, then the rule book comes out with an audit of all the ways you failed.
Imagine four years ago if someone said "okay, we're going to have another auction site, and we'll sell clothes, but maybe vacation packages too, who knows, maybe even cars?" In 2006 we needed another auction site like we needed a hole in the head.
Then Gilt comes along, gets it's story straight and makes the audience cry.
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