I think you're reading too much into the analogy -- or misreading it. The analogy isn't, "web business are just like pizza shops!" Rather, the sentiment that

I think you're reading too much into the analogy -- or misreading it. The analogy isn't, "web business are just like pizza shops!" Rather, the sentiment that I think Allen was communicating is, "in _any_ business, there is always room for competitors and new ways of doing things." I wish I could remember the link to the podcast so you could hear it in the exact context.