@seldo But at a larger level, which Laurie helpfully frames, this *is* about total addressable market tradeoffs and the extent to which they are optimal.
I sense that a large delta in our perspectives comes from the respective ways in which we spend time. More than 30% of my time over the past 8 years (and > 50% of it now) has been doing direct consulting with teams like the ones that build the apps he mentions.
I'm living in the trough of disillusionment, which generates a bias.