1/ Whenever there is a market fad/phenomena with low or no barriers and a flood of entrants—the best strategy is often: Be the arms dealer.
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Truly no idea. A lot of competition burns a lot of cash. Bird was first, someone else can enter with twist or partnership or better service. Very hard to predict anything beyond no barriers, lots of competition.
The same argument applies to the manufacturers. And so far as I can see they are building a relatively simple product out of mostly commodity parts, with little ability to build a brand or network of users. Not clear they have a lot of protection from competition.
