I think this is missing half the story. Niching down is a great way to differentiate in a crowded market and thus get started in the face of competition. The se

I think this is missing half the story. Niching down is a great way to differentiate in a crowded market and thus get started in the face of competition. The second part is to then expand our of that niche into adjacent areas, using the momentum you've gained through your differentiation. That's where the excitement and possibilities come. He's missed the second part of the journey.