My impression of the overall package is that somewhere out of the blue a company was able to show up without experience in the field / market and put together a product that hit all the right buttons "out of the gate" . Remarkable to say the least.
The new player highlighted_ just_ how_ stale_ some of the designs were that top companies with the most knowledge and experience were producing.
With that being said, it does present the business mode, use case, for a vertical monopoly. Avinox did achieve the goal in one fell swoop to some degree, imagine if they used the same approach for the components where there is definitely "Margins"