This "law of duality" is not very convincing. He does not offer criteria where it applies not does he argue why it would apply for the examples given. How does

This "law of duality" is not very convincing. He does not offer criteria where it applies not does he argue why it would apply for the examples given. How does his adoption curve apply to coke? Especially in the cloud market, I see rather more players in the future as the underlying technologies become commercially available or even commodity. In the other side customers value support and services, which does not scale well, and smaller players have an advantage.