[cocktailpeanuts]

The problem is that they raised A LOT of VC money and it was supposed to be tech startup that creates a network effect and dominate the market.

Gillette model worked because creating that infrastructure back then had a huge barrier to entry. You had to get a factory to produce the blades, etc.

Compare that to juice mix delivery service in 2017. There are tons of organic juice stores around, and there are tons of delivery services like uber/caviar/doordash. These juiceries can take advantage of the distribution startups to deliver their juice and make money if they wanted.

Basically it matters because you need to take "competition" into consideration. It's an entirely different game than razor blades.