Lovely long-form piece. Seems very analogous to the choice many tech companies face: focus on growing a moderately successful, proven model, or lever up to the

Lovely long-form piece. Seems very analogous to the choice many tech companies face: focus on growing a moderately successful, proven model, or lever up to the gills with VC money and shoot for the moon. The later being sexier and higher status, but also risking catastrophic failure.