Jan sells stuff that mostly doesn't have competition. You can't get Rene Herse cranksets anywhere else, and he sells them for a hell of a lot more than comparable cranks. His best niche is tires. Consumables that no one else has - right now. Specialized used that approach back in the day.

Outside of frames and high priced canvas bags, Riv sells a lot of stuff you can get elsewhere. It seems that if it's something that Grant really likes, he sells it, regardless of competition. Jan focuses on his niche.

I seem to think that Jan runs his business more like a business. Grant runs his like a co-op.