Yeah, I don't buy this argument either. Startups like that often have the best handpicked people, won't be burdened by established processes, won't need segment

Yeah, I don't buy this argument either. Startups like that often have the best handpicked people, won't be burdened by established processes, won't need segmentation, chips designed for specific customers / use cases, doesn't have a brand to protect abd generally can act aggresively / risky. It's kind of like comparing Photopea with Photoshop, the former being developed by a single person, and then claiming this huge productivity difference is caused by Photopea using Javascript (vs. C++ for Photoshop).