1. Revenue is only $125m
2. Revenue growth has not plateaued
3. There is user value and multiple value in an all in one offering
4. Distribution will be hard exceptionally hard, going up against a thought leading, financially solvent, Founder led organization with a proven solution.
...Thus, your unbundled solution must be exceptionally better for a few million dollars in aspirational revenue. Otherwise, so distinctly different that it is not really a competitor.