I think this gets down to the network effect (aka Metcalfe's Law). Like the author notes, Coke isn't going to drive Pepsi out of business. Because fundamentall

I think this gets down to the network effect (aka Metcalfe's Law). Like the author notes, Coke isn't going to drive Pepsi out of business. Because fundamentally if either gets an additional point in market share, that doesn't compound into larger and larger gains. But in marketplaces (Uber, Lyft, Ebay) or pure network plays (Skype, Facebook), having one additional user creates N new potential connections. Out of those potential connections, a handful are made which encourages more and more. A 1% gain can compound over time to huge advantages that the next group can't overcome.