Yea, your thesis makes no sense. Refining that thesis into what Bolt/Fast/etc actually believe: - Conversion rates on the checkout page will be higher when use

Yea, your thesis makes no sense. Refining that thesis into what Bolt/Fast/etc actually believe: - Conversion rates on the checkout page will be higher when user info is prefilled bc of less friction - This means conversion rates will be highest for the one click checkout product with the largest market share - This will lead to merchants choosing the one click checkout product with the largest market share, bc they want the best conversion rates - This leads to VCs lighting money on fire trying to capture the market, since largest user network will be the main objective This is assuming, of course, that checkout page UX and optimization is something all these companies will be able to do so it'll be a level playing field there. Given how much research and experimentation has gone into optimizing checkout pages, if these players all have buckets of VC money, that seems safe to me.