i think its probably a mistake to try to compare any company...

i think its probably a mistake to try to compare any company with any other company in this space - its too new, each offering seems reasonably different to another and so results seem to be pretty idiosyncratic to each business from what ive seen.  though perhaps ive just not seen enough yet.

you can compare financials and relative attractiveness on that basis - but i dont think there's much to be gained from trying to assess likely commercial market share results that way