Accelerated growth and capex.

I once saw a very nice chart about the number of users for a great, cool start-up everyone knows about. The CEO illustrated: "You see that inflexion point on the release day? That's what happens for every release. If we postpone it by 3 months, we not only lose 3 months of new customers (painting the 3-months area between lower and higher sales). We also miss on the offset." and he painted the unlimited area between the lower sales and higher sales. And he talked about the recurrence of the inflexion for each release, and he talked about the immobilized capital inventory.