He's pointing out that you can't make money providing something that isn't scarce. So, because lack of scarcity is a good thing, we want to see more kinds of bu

He's pointing out that you can't make money providing something that isn't scarce. So, because lack of scarcity is a good thing, we want to see more kinds of businesses that work by bundling a little bit of scarce stuff with a lot of non-scarce stuff. Such as for example this "open core" stuff and what Red hat does, but we also need some new ways just for variety.