> In fact, large companies and enormous capital are required to take things from a "disruptive innovation" to a household name, to say nothing of providing an e

> In fact, large companies and enormous capital are required to take things from a "disruptive innovation" to a household name, to say nothing of providing an exit for SV startups. I think this is becoming less and less true, unless one is competing with the tech giants directly. In the past enormous capital investment was required to build out the minimum viable capacity needed to serve larger customers or market segments. Today you can rent that capacity. In the future more and more types of capacity can become rentable, such as logistics, compliance, manufacturing, etc.