I think that if this competitor is willing to pivot based on a insight you had without even having a MVP, with no data to support it, than you don't have to wor

I think that if this competitor is willing to pivot based on a insight you had without even having a MVP, with no data to support it, than you don't have to worry about them. They will just keep pivoting everytime someone smart give them a tip and will be lost sooner than later.