More importantly, why is a company that's not doing anything super cutting edge in SF? That's like a textbook case of a company that should be somewhere boring and CHEAP.
> In consumer (markets), even a great product will often get blown out of the water if a competitor with a worse but good enough product has a deep, deep marketing war chest. If you space has a VC backed competitor, you have no choice but to also raise money and fight a war of attrition