Yes, Moritz is suggesting that companies (at least some of them) are more willing to take the risk of buying from a stratup, if it offers them a tremendous advantage.., during a recession.
I am wondering if there are entrepreneurs who can corroborate this theory based on their experience.
You just used nearly the exact terminology from the original quote. Sorry, I do not think the concept is clear.
Since the advantage over 'the standard' changes depending on what product and what startup we're talking about, this seems to be more of a comment on the likelihood of the buyer to stick with 'the standard'. (additionally, the wording (and paraphrasing) are not making this clearer...some companies...more likely...tremendous advantage...etc)
I'm attempting to make "his theory" concrete in wording so that it's comprehensible. I think you can boil "his theory" down to:
Buyers' preference for 'the standard' is inversely proportional to the current economic state.
I am wondering if there are entrepreneurs who can corroborate this theory based on their experience.