Public Markets and Teams

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Do public markets sufficiently price the quality of a company’s employees?

When I was in school, I watched most of my smartest computer science friends go to Google.  Then I watched them go to Facebook.  I watched my smartest mechanical engineering friends go to Tesla.  It’s easy to make predictions retroactively, but all of these companies did really well significantly after lots of smart people started joining them.

VCs put a huge amount of weight on team quality.  This makes sense for small companies, but could it also make sense for large ones?  I’ve watched Marissa Mayer hire a lot of my smart friends at Yahoo – I wonder how it will do.

Where do the smart CS grads go today?  Ycombinator?