You’re right, I was switching between performance s-curves and market size s-curves in my thinking without realizing it. I do think the general point holds that there’s a pattern of hit minimum viability --> get some adoption --> adoption accelerates learning, iteration, and innovation --> performance and cost improve --> viability increases --> repeat until you hit a wall or saturate the market.
You’re right, I was switching between performance s-curves and market size s-curves in my thinking without realizing it. I do think the general point holds that there’s a pattern of hit minimum viability --> get some adoption --> adoption accelerates learning, iteration, and innovation --> performance and cost improve --> viability increases --> repeat until you hit a wall or saturate the market.