Comment by JackC

I think I had a set of wrong heuristics that were like, companies won't break the thing that made them rich. Google won't blur the line between search and ads, Facebook won't be creepy about things you share, etc, I predicted, not because they're saints but because they'll build their processes around protecting the thing that made them dominant. I now have the opposite heuristic -- if a startup has a unique selling proposition, that's the thing that will be cashed in when the founders cash out.