How Fast Has Daytona Revenue Grown Since the Start?

Ivan Burazin says Daytona's revenue has grown at 51% month on month since the beginning, every month, not only in a recent stretch. He uses that pace to make a harder point about new markets. Founders see money and assume a better, faster, or cheaper copy can still break in. Once one, two, or three players are established, he says everyone else dies out. The copies do not have the momentum, the awareness, or the scale, and investors stop funding them.

Lovable, Replit, and Bolt are the example of a category that already closed. A wave of pitches arrives that are the leader, but better, and he would not fund the next one. The winners can later add other products. The companies that never became one of the first few do not get that second act.