I agree with you on many points. The restaurants analogy is especially true when...

I agree with you on many points. The restaurants analogy is especially true when the provided service or product is very simple. Additionally if the size of the user base does not influence the experience of the individual user there is no need to catch up in this area. Competitors can be seen as a proof of concept and are not a real obstacle if there is no network effect involved.

I also agree that not starting a project if it doesn't have unicorn potential is ridiculous, but I don't feel like there is anything to explain there.