Building your company around the core business of LinkedIn/Facebook/etc is dumb, because you are nothing more than a complement to their core mission. Best case, you become a commodity and achieve modest success, but the oxygen gets cut off at any time.. If you're very successful, you become a feature of the mother product.
When you're Apple buying memory from Samsung, that's different. Samsung's output is memory chips... that's the business. If nobody buys memory chips, they lose money.
Building your company around the core business of LinkedIn/Facebook/etc is dumb, because you are nothing more than a complement to their core mission. Best case, you become a commodity and achieve modest success, but the oxygen gets cut off at any time.. If you're very successful, you become a feature of the mother product.
When you're Apple buying memory from Samsung, that's different. Samsung's output is memory chips... that's the business. If nobody buys memory chips, they lose money.