That's the difference from being just a tool, or a platform. The former is easy to copy and replace, the latter goes in monopoly position once you have an ecosy

That's the difference from being just a tool, or a platform. The former is easy to copy and replace, the latter goes in monopoly position once you have an ecosystem around you (see Salesforce, Facebook). $80M is the price they have to pay to go in monopoly position as soon as possible and become a platform.