If an investor is asking why “Platform X can’t just do this” the answer is…
Direct to customer - We’re not waiting for them
Innovator's Dilemma - They won’t even try
Focus, focus, focus - If they try, they won’t follow through.
Network Effects - If they follow through, it will be too late.
Build vs. Partner - Eventually they will need to partner with us
Historical Precedent - This has all happened before and it will happen again.