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There is a pattern occurring here. Kevin is never providing Michael with the answer. He constantly tries rephrasing the question to help Michael identify the insight needed.
Michael develops a critical insight by shifting from the location lever to thinking about critical masses in a market. However, he does not develop this insight further.
Kevin picks up the critical mass concept and works with Michael to develop a graphical interpretation of how the number of market players adds value to a market.
Kevin explains how the number of participants creates value in a market and at what point the too many participants begins destroying value in a market.