There is a "big 3" rule to understand some capex intensive markets (in capitalistic markets with antitrust regulations), for example telco with AT&T, Verizon, a

There is a "big 3" rule to understand some capex intensive markets (in capitalistic markets with antitrust regulations), for example telco with AT&T, Verizon, and T-Mobile (similar for other countries), and for ride-sharing Uber, Lyft, and Bolt, etc.