[pbreit]

1) They are probably going to try and address most or all of your questions.

2) If they are successful in one industry, they might be able to apply the model to many/all industries.

[evgen]

If they are even mildly successful in this one niche they are going to see four me-too startups in three months (one of which will be bought by a national auto parts chain before the year is out) and see the core idea applied to five other niches before they close an A round.

[simonw]

Are you saying that they shouldn't bother because if they are succesful someone else might copy them?

[pbreit]

Possibly. But not a given that the copycats will be successful. Can you point to any examples of your thesis?