>> The way they keep spinning off these niche offerings tells you one of 2 things, it's either working pretty well, or it is failing very, very badly.

You posited two extremes, with no evidence for either, and with no other possibilities in between, or even outside the spectrum. That's beyond mere conjecture: it's just nonsense. I hope you realize that.

Maybe at this point it's all nonsense. I can only speculate with the framing of what what would lead me to barely push into so many verticals with no follow up.