He's referring to Loopt (and others I suppose) when he says "The other companies built elaborate infrastructures: e.g they partnered with wireless carriers so that users’ locations could be tracked in the background without having to “check-in”." This is the kind of mistake that burns so badly. You find yourself saying something like "You mean you just ask them to update their location manually and that works?" It re…
This probably holds true for a lot of examples of companies that solved the wrong problem. When your competitors can evaluate your progress, it's much easier for them to position themselves according.