I have a question about this article regarding marketing. https://blog.ycombinator.com/toy-markets/
While most successful startups that make one of these arguments will eventually raise large sums of money, the fundraising environment at a company’s founding can have a large impact on it’s [sic] path. One of the stranger things happening in the startup world right now is the ever-rising amount of capital available to startups at all stages of life. This seems to be reinforcing the dangers of overthinking markets, as founders and investors each try to justify larger amounts of investment and the pricing that goes along with that.
What does "overthinking markets" mean in this context?