> It's a one trick pony company

This is most successful companies though. Companies are lucky to have a single good idea. So I don’t think it’s a valid criticism to say “all McDonald’s had was franchising systematic food production” as that’s a big deal and it’s carried then all these decades. Or “all Toyota had was their production assembly method” etc etc.

I think companies are typically a really good idea and then many years of optimizing that idea and process innovation.