[phillipcarter]

Another flavor of the "focused startup vs. big company portfolio" story. A small, scrappy team can do incredible things and find product-market fit despite having a gargantuan competitor. A big company can lose the plot with big staffing overheads, internal politics, and being tugged in a million different directions by users/customers. Of course a big company can also be laser-focused and leverage their vast cash sums and engineering weight to dominate the space. But in my experience, that's pretty rare.