You got me there! The larger trend I'm trying to point out though is the steady move away from intuition based companies and into companies nearly completely driven by data.

The shift that we are seeing in lean startups reflects this - it is not a guru based process but a data driven one to start a company. Obviously, execution counts as well, but given two otherwise equal companies: One with a guru based approach (ala Steve Jobs) and one with a data driven process, I believe the inflection point has been reached where the data driven company wins consistently.