Defined the market. Everyone else is just describing your product with different words.
*Not a real statistic. No orbs were harmed.
โThree new competitors launch this week, all using your exact positioning. Consider it a compliment with a lawsuit-shaped edge.โ
Tweet this horoscope โThe mystical fundamentals behind The Category King.
The Gartner Magic Quadrant
Gravity
Competitors copying their positioning
Whatever multiple they want, honestly
A well-funded fast-follower with better distribution
The signs the stars โ and several failed cap tables โ have opinions about.
Both believe they're building something too big for normal comparisons. Refreshingly, they might both be right.
The King has never once had to explain a valuation going down. The Phoenix explains it in every board meeting, cheerfully, through gritted teeth.