Fair point, by "beat" I mean create a sustainable business. I think that in a lot of cases orienting a company around building a $100M/yr business and a $1B/yr

Fair point, by "beat" I mean create a sustainable business. I think that in a lot of cases orienting a company around building a $100M/yr business and a $1B/yr business are mutually exclusive, because product/sales/marketing teams invariably are incentivized to focus only on the high upside speculative future stuff rather than shoring up the existing business lines. So agreed, you're not really beating them at becoming the "Uber for X", you're just building a business that is in the X space?