Nice read. You always write very thoughtful pieces.
Your first bullet at the end proves case in point why it’s strategic — not just convenient — for umbrella companies to buy new brands and allow those brands to operate individually.
The second bullet is why I’m keeping a keen eye on Slack, Messenger, Wechat, etc. — they’re all new launch contexts that stand chances at derailing incumbent OSs.
Overall, a good cautionary reminder for anyone trying to stake their competitive advantage.