The hypothesis of the "blockchain startup" rests on the idea that this tech can succumb to the standard platform monopolization plays and ultimately see a new "big tech" company emerge. A lot of the market action to date is driven by this: capital pouring money down a chute to create a dog and pony show of heavily hyped tokens. There's still smoke in the air from all the action, but the picture is getting clearer.
By building it as a company, you're taking a fundamental disadvantage to anonymous competitors, because the anonymous act as a sovereign micronation and can make the rules for themselves, while you are just another striver within the state, forced to compromise and not step on toes. I wouldn't rule out tokenization as a company, but I sense it existing in a separate, collaborative niche from the anon projects.
By building it as a company, you're taking a fundamental disadvantage to anonymous competitors, because the anonymous act as a sovereign micronation and can make the rules for themselves, while you are just another striver within the state, forced to compromise and not step on toes. I wouldn't rule out tokenization as a company, but I sense it existing in a separate, collaborative niche from the anon projects.