Danny Jenkins ran the numbers on the market he was building for. To win, he'd need 70% of a $200M market, and about $100M just to run the service. The math didn't work. So instead of fighting for a slice, he went and created a new category. A $10B one. Clip from my conversation with Danny Jenkins on The SaaS Podcast. Full episode: https://www.youtube.com/watch?v=RS8MT27GJDg