Blitzscaling

Normally, businesses grow carefully: prove a model works efficiently in one place, then expand. Blitzscaling argues that in markets where being first and biggest creates a durable, self-reinforcing advantage (network effects, brand, data), it can be rational to deliberately sacrifice efficiency — burn more cash, tolerate more chaos and waste — in order to grow faster than an efficient competitor could, because in a winner-take-most market, being the fast, slightly wasteful first mover beats being the careful, efficient second mover.