If they can crack that nut, they’ll have a crazy moat for a coupl years. And if they scale like hell in that moment, they might have a real brand on their hands

If they can crack that nut, they’ll have a crazy moat for a coupl years. And if they scale like hell in that moment, they might have a real brand on their hands. And there’s no guarantee at all that the incremental approach will lead to the same place in a reasonable timeframe. So, risks all around. And people playing to their strengths.