Missing the hackernews part of product to research and development,:
Is your company planning to use the exponential growth nature of software to enter into a overlooked niche or rapidly take over a existing industry? In that case, product development does not really catch the situation. Cause using the situation, closing time window till competition appears or funds run out, is way more important than the product or its quality
Seems like a variation of #1 where the rewards are probabilistic and lumpy. I agree that the motivations and resulting behaviors end up pretty different.