Fuck the big tech companies and all, but I don’t buy the argument that there is no competition in the US. If you believe that, you’re not paying attention to the space. There are a fuckload of weird models being developed in the US. Some by big players, and some by smaller companies.

IMHO, this is the same thing that happens with every new big advancement. PCs, internet, mobile, etc. People invest a shit load of money in the early players, then a ton of those early investments don’t pan out.

And often times, the people that really stand out are the smaller disrupters or the companies that come in a little later.