> going all in at the begining and then losing to the competition
Sure, but there are counter examples too. Microsoft went late to the party of cloud computing. Today Azure is their main money printing machine. At some point Visual Studio seemed to be a legacy app only used for Windows-specific app development. Then they released VSCode and boom! It became the most popular editor by a huge margin[0].
[0]: https://survey.stackoverflow.co/2025/technology#most-popular...