Comment by dpflan

This article is funny - twisting together the ideas that a company specializes in a product in a specific market and that other companies can use the products / tools of other companies to develop their own unique products for a specific market and market development and competition. The "up-the-stack" company building something using products from "down-the-stack" has already entered a market, gained market share, and specialized in a market in which the "down-the-stack" company has no presence. Now, the "down-the-stack" company sees an example of a successful product that uses their technology that they know so well, but their company is not specialized for this product, so it hubristically does low-hanging-fruit-snatching to try to enter the new market. "Big companies keep failing" because they are not being innovative based upon what's mentioned in this article; they see an easy out and enter a market that already has an incumbent(s).