Thought provoking Rob - nice one. Surely any of us, once reliant on a singular intermediary, are in danger of SNAFU in our business?
Your points resonate with thinking apparent with some of the platforms who are constantly looking at returns within a product lifecycle - let them sell on us or take control of the value chain and milk the profits?
Why we all need to move from singular value chains to value constellations supporting others who add value, make economies work between us without relying on a single platform.
Have a read of this piece - https://pauljcrook.medium.com/zero-one-and-infinity-67ec12c2a9a3 - Applying rudimentary physics on Zero One and Infinity to markets.
Keep the thought provocations coming before we are told what to do