no single pond of a size we can dominate in the short term is large enough to provide a sustaining market for the long term. Sooner or later, we have to expand into adjacent ponds. Or, to shift the metaphor, we need to reframe our tactics in the context of a “bowling pin” strategy, where one targets a given segment not just because one can “knock it over” but because, in so doing, it will help knock over the next target segment, and thus lead to market expansion.

