Spotify's acquisition of Gimlet gives me an opportunity to discuss this, so here we go.
But it turns out that doesn't matter. What matters is the size of the wave.
The wave started before you were there, in some far away place. It's been years that this wave has been building. The wind is just right. It's about to break. You're there. All that is just luck.
@ Breather we are learning a ton about timing because we are right at the edge of the "flexible real estate" wave.