I totally agree with this analysis--it looks like they have a ton of money. But that just makes the investment they took from Bezos look even more strange. Any ideas on that?
I think the answer to that is - they didn't take the invenstement from Bezos for the money alone - they did it for the business advice and contacts they could get from him through the investment relationship. IIRC, this was stated, possibly by Jason Fried, on another somewhat recent 37Signals blog post.
