Is There an Opportunity in a Cohort of Companies?

This cohort of companies, I think, generally is overburdened with feature orientation and short termism more than you would see in an era of reduced capital. A lot of companies built a business or built a product that allowed them to show traction in the market faster. And typically, those products that are easier kind of paths to market end up being features. They don't end up being platforms. So it's very hard to become a big business or to become a scaling business or to differentiate in the competitive market.