Note that all the companies he mentions are B2C.
I see a strong connection between the importance of "timing" mentioned in this talk with the importance of riding a consumer "wave" mentioned by Justin Kan in his article "Why I Love B2B over B2C". In short, it's difficult to succeed without riding a huge wave. It's difficult to pinpoint waves in the first place because waves are only obvious in retrospect (i.e. when another company has had substantial success already).