> This isn't my opinion, it's more like "business physics". Of course it's your opinion. You don't actually know their acquisition costs, or the strength of th

> This isn't my opinion, it's more like "business physics". Of course it's your opinion. You don't actually know their acquisition costs, or the strength of their network effects. You're out here making educated guesses, like the rest of us. Just because you're really confident about your guess doesn't make it automatically correct.