OK - so we have to understand that being first in the tech industry isn't what is important. Often first movers get overtaken by second movers who go on to rise to power - e.g. AltaVista, Friendster, etc. Being early is important, but being first isn't necessarily enough.
This is a pretty well-established pattern. So, yes, strictly it is "early movers" that the discussion should be about. We could discuss "first movers" - but that fails to nail the main phenomenon of interest here very well, IMO.
There's something more basic about the analogy I object to. Google, Friendster, Altavista and Facebook were not founded at the beginning of a singularity.
It seems that:
I don't know how to interpret the evidence from the industrial revolution, and I don't really see a pattern. But I think the place to look for a pattern is here, not in recent tech industry history.
Link: overcomingbias.com/2011/07/debating-yudkowsky.html