I have rarely seen an entrepreneur execute the same plan that the person had since the inception of the idea. That's the nature of the startup, you have to keep pivoting to avoid a crowded space, discover new markets when you have an insight. If you haven't pivoted then you probably haven't discovered an untapped market. Building a startup is all about testing hypothesis and running experiments. More often, these experiments fail and you have to create a new hypothesis. You will be surprised how often people have similar ideas and the unique idea you think you have is not so unique and have lot of execution nitty gritty. I have seen later stage orgs pivot too. And boy, pivoting is an art too. You can pivot when you are selling none or selling a lot easily. When you are selling few, you have a hope that the product might work and you get stuck in the chasm. I'm glad these guys have found a way to get out of it.