It's missing something essential to blitzscaling. It's not just cheap capital, although it helps. The presence of the internet and the amount software can impr

It's missing something essential to blitzscaling. It's not just cheap capital, although it helps. The presence of the internet and the amount software can improve everything created a business model of "add software to it!" And suddenly your TAM was "the entire physical universe". Encouraging the strategy was the fact that add software to it is a very dumb idea, so anyone can have it. The way to win is to get bigger than your opponents, faster. We are only in the middle of this trend.