I prefer Webvan-esque. From https://en.wikipedia.org/wiki/Webvan:

> The company's investors pressured it to grow very fast to obtain first-mover advantage. This rapid growth was cited as one of the reasons for the downfall of the company.

IMO, selling at a loss to gain market share only makes sense if there are network effects that lead to a winner-takes-all situation. Of which there are some for ChatGPT (training data when people press the thumbs up/down buttons), but is that sufficient?