I agree that 'lousy team' could describe a team that can't deliver squat. In that case market will get what it needs from somewhere else, because the pull is that strong.

Maybe i'm going too far, but i interpreted this for point #2 from an earlier statement a few lines up:

"The market needs to be fulfilled and the market will be fulfilled, by the first viable product that comes along"

ie: In this case the market wins, but not necessarily by getting what it needs from that 'lousy' team