At first I had a longer comment how I think you're missing the point, but I think you are right - I just disagree with the startup part because they were actual

At first I had a longer comment how I think you're missing the point, but I think you are right - I just disagree with the startup part because they were actually polishing something for the mainstream (high growth) but it's like you take people who are good at... [proprietary market leader tech] and commoditizing it in a new company... which is well-funded and has worked together.