Comment: Then that's not an infrastructure argument at all

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In reply to comment: I don't really disagree that (see in situ)

Then that's not an infrastructure argument at all

It's a marketshare argument, which is a very different thing.

I also think you're wrong about that argument. Look at any other new digital technology in the internet era, and the way marketshare shaped up after the first mover demonstrated the potential. Not at all like what you're describing.