possibility yes - reality often no due to cost that would have to be incurred to make this happen. the "how they got those users" is the easy part if you offering is same(ish) at a fraction of the cost.
I don't disagree but in this day/age figuring out who the customers are is fairly trivial with "AI" and then simple marketing campaign will at least point the right eyes to the right place. Unless there is large moat switching will happen (it is already happening across the industry which is why we are hearing about the death of SaaS all that jazz...)
possibility yes - reality often no due to cost that would have to be incurred to make this happen. the "how they got those users" is the easy part if you offering is same(ish) at a fraction of the cost.
not if LTV is already only a little higher than CAC and all the marketing channels are already saturated
I don't disagree but in this day/age figuring out who the customers are is fairly trivial with "AI" and then simple marketing campaign will at least point the right eyes to the right place. Unless there is large moat switching will happen (it is already happening across the industry which is why we are hearing about the death of SaaS all that jazz...)