I wasn't sure what the point is here.. the classic race seems to be: 1. easy mode first-to-market => lock in monoply (network effects, ...) + use warchest + co

I wasn't sure what the point is here.. the classic race seems to be: 1. easy mode first-to-market => lock in monoply (network effects, ...) + use warchest + continued high margins to stay ahead of competitors (e.g., FB can buy upstarts) 2. invest in hard stuff others can't/won't do => benefit as in #1. Either start on this part (sweat equity, VC), or after war chest from 1 (ex: Google -> Waymo)