My meaning was that Nikon and Canon own the DSLR market, and barring something astonishingly catastrophic, nothing is going to shake them loose: to come to market with a new DSLR system is a daunting task. [...] And it's not likely to happen in the rangefinder space: at least, not in a way that would, I think, tempt a company like Nikon.
I understood the context of your remarks and agree. A new competitor faces a daunting, probably impossible, challenge to usurp the current market leaders in their core businesses, perhaps even more so for Leica than CANIKON.
My point speaks to the invention of new categories forming the potential to do what competition in existing categories may not be able to accomplish. You touched on that.
Taken to logical extension I'm feeling it may be safe to predict the death of the DSLR, or more accurately, at least a flipping of statistics over time. Where mirrorless ILCs now make up the smaller fraction of units shipped annually, one day DSLRs will occupy that space with simpler, smaller, mirrorless ILCs taking over.
How that applies to the current discussion is less clear but in the back of my mind I wonder if we could see the same flipping of positions where true RF cameras become less important by way of units shipped than electronic finder cameras that allow for the use of rangefinder lenses while maintaining high IQ. Is there a larger constituency of rangefinder camera or rangefinder lens users where the lens is more important than having a "range finder" focus mechanism and optical viewport? I'd guess there is and if that guess is right then the RF market could be disrupted by new entrants.
Is Leica's current and potential user base even worth going after? Is the larger ecosystem revolving around Leica and related products (Zeiss, CV et al) worth going after? It may be, for a smaller maker.
Who knows, maybe Leica themselves will bless the trend and come out with an ILC with an all-digital finder. Competing with oneself often is better than allowing someone else to put your back against the wall.