How do you plan your company around timing? It seems easy to say "they had good timing" in retrospect.
This sounds like hindsight bias.
It's too easy to blame timing instead of your own mistakes.
For example, with Justin TV/ Twitch TV they were "too early" because 4G internet was not ubiquitous, and most average people could not even consume their streams.
After years of grinding it out, the tech caught up and they were positioned to lead the market.
It's certainly possible to be "too early" or "too late" to market. I think if you have the right people working together you can make it through being "too early". If you're "too late" then you have the opportunity to win with brand appeal or marketing now that the market is familiar with the product or service.