Black did not name direct competitors in the interview. She referenced Amazon as a structural analogy for the marketplace infrastructure Cobalt is building, noting that Amazon required significant seller-side tooling to scale, and that Cobalt is building comparable infrastructure for its supplier side. This reference was illustrative, not a competitive comparison, and no metrics about Amazon or any other rival were cited as competitor-confirmed figures.
Black also used Kylie Jenner's baby product line and Johnson and Johnson baby bubble bath as a consumer-facing illustration of brand-value pricing power, noting that Jenner's product sold for 2.5 times the Johnson and Johnson price. This was presented as an example of the opportunity for creators, not as a competitive claim about either brand, and neither Jenner nor Johnson and Johnson is a Cobalt competitor as described in the interview.