> The important number is your odds of becoming that default provider in the minds of consumers.

Markets that have a default provider are basically outliers (desktop OS, mobile OS, search, social networks, etc).

All other industries don't have a single dominant supplier who is the default provider.

I am skeptical that this market is going to be one of the outliers.

All the other markets with a default provider basically rely on network effects to become and remain the default provider.

There is nothing here (in this market) that relies on network effects.