My theory is that a lot of people read Zero to One, decided that spending more money than anyone else to build a monopoly is the best strategy (even if you work

My theory is that a lot of people read Zero to One, decided that spending more money than anyone else to build a monopoly is the best strategy (even if you work in an area with low barriers to energy), managed to find a VC fund with the same attitude (Softbank), and are now finding out that no amount of money helps you if you're selling dollar bills for $.50 over a series of years.