That carcinisation convergent evolution effect is real. But so is the reality that outside of network dependent companies like the Netflix example in the post, those faster horses do still exist, just in niches. In Kevin Kelly's book What Technology Wants he writes about going through a 100-year old catalog and then finding that there are people today who still make all the items (some now obscure) that were popularly sold back then. But the difference is that if you're talking about individual companies like Netflix, YouTube, LinkedIn, Substack in the post, you won't see that.