I was thinking the same thing. Then again, this is a B2B space. As an entrepreneur I personally like B2B precisely because it's not winner-take-all.
In the late 90s I sold my B2B dot com to another B2B dot com. We made the mistake of believing that, like the consumer dot coms, B2B companies should grow at all costs and try to dominate the market. In the meantime a bunch of smaller players took a more sensible approach.
Our company cratered, but most of those grow-at-a-sane-pace companies are still around and very profitable.
In the late 90s I sold my B2B dot com to another B2B dot com. We made the mistake of believing that, like the consumer dot coms, B2B companies should grow at all costs and try to dominate the market. In the meantime a bunch of smaller players took a more sensible approach.
Our company cratered, but most of those grow-at-a-sane-pace companies are still around and very profitable.