I think it's possible for both statements to be true at the same time. A small company with a successful, functioning project is getting a little bit of tracti

I think it's possible for both statements to be true at the same time. A small company with a successful, functioning project is getting a little bit of traction when Google crashes into the market. Google bids up staff costs, uses free advertising to get customer mindshare, scares off the small company's possible investors, and acts as a huge distraction. After stumbling around for a while, Google gives up, but in the meantime, they've put the small company out of business. Of course, the small company might get extra attention which they can use to their advantage, but it will be hard.