The most interesting part of this article to me is that the author inadvertently makes the case that being in the "fast moving water" isn't sufficient, and pers

The most interesting part of this article to me is that the author inadvertently makes the case that being in the "fast moving water" isn't sufficient, and personally I don't think it's necessary, either. From the article, the author talks about thinking Cabulous was the fast moving water. It doesn't exist now. He was also impressed with Palo Alto delivery, but comments that of the seven delivery startups that year, only Door Dash survived. The pitch here seems to be "follow the herd and hope you survive".