

This is why IMO blitz scaling is dumb when your service is a commodity. I’m not any more loyal to Uber than Skip. If more investor money goes into making a cheaper meal or ride on Skip I use that. Consumers are mercenaries about that stuff.
The “blitz” part of blitz scaling assumes your customers can’t move.




Also the five eyes is genius honestly. A lot of nations have strong laws preventing spying on their own citizens… Except it’s not illegal to spy on another country, especially with a tacit agreement that they can spy on your own citizens and you just trade information later.