I mean, I don't know anything about this space like you do, I'm just an intrigued observer, but my impression is just: They are going to try to compete with tho

I mean, I don't know anything about this space like you do, I'm just an intrigued observer, but my impression is just: They are going to try to compete with those large vendors. Maybe they won't be able to! Such is life, and indeed is the most common outcome for new ventures. But precious few new ventures have ever entered a market where nobody said some form of "I don't get it, there are already established products in this space, how will this new thing ever get traction?". And yet, lots of new ventures turn out to be competitive with the established players in their market, for one reason and another.