This is very much in the vein of Jobs to Be Done theory[0]. If you haven't heard of JTBD before, I would implore you to check-out Clayton Christensen's famous "milkshake" video here: ▶ this video It goes into enlightening detail about the same framing of competition as the author here does. [0] - [link]
in “The biggest competitor to your digital service? The Mars Bar” · View on HN