A common mistake people good at something make is to assume that the average person who does that is also as good as them. In this case, they are competing agai

A common mistake people good at something make is to assume that the average person who does that is also as good as them. In this case, they are competing against what seems like an established enterprise software company. It's unlikely such a company has the environment to (a) attract good developers and/or (b) ensure good developers produce at peak output. But if the technical aspects of the tool matter to customers, then it's possible that suits will see the value in replacing their technology with something better. Because from a business point of view, it's FAR less risky to buy than to develop. I'm not saying these guys will be able to sell their technology alone (customers are very important), but it's highly non-obvious to me why their technology is worthless.