Yes, I was 90% sure that’s what you meant, but I enjoy the exercise of fleshing out my analyses nonetheless. 😁
I think I needed to explain that explicitly for the broader audience anyway. You and I have described the innovator’s dilemma, and it’s fascinating to watch it play out in real time. It’s as if we don’t know whether we’re watching a slow-motion car crash or a death-defying stunt.