“Every time a new app enters the market the whole market grows... this tells me there are users that the market leader has not tapped into yet that if a new entrant comes in and has a different value proposition or branding or appeal, they can actually capture those users.”

New entrants growing the category is a buy signal — every screen-time launch grew the pie

Josh ran a Sensor Tower cross-section on screen-time apps and found each new entrant expanded total downloads and revenue rather than stealing share from Opal. That stacking pattern is a buy signal: the category leader hasn't saturated demand, and a fresh angle can unlock untapped users. 'A leader exists' isn't a reason to skip a young niche.