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I don’t think you caught my claim exactly. Let’s say Sentry is being honest when they say they have to do this else they wouldn’t be able to make enough money to survive. In that case, it’s good for competition.

A better analogy: T-Mobile will go out of business because they set poor terms on franchisees that let them exploit and take business from T-Mobile. Now T-Mobile is days away from folding. Here’s two scenarios:

1. They fail, both T-Mobile and franchisees go under.

2. They change the terms, killing the franchise model. Only T-Mobile survives.

In this case I see number 2 as better for the market. Better to have one bigger competitor in a nearly monopolized market than have none - it’s more competitive and you’d see lower prices for end users than if they failed. Same goes for Segment.

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