This is a really great metaphor for starting companies in winner take all markets.

It

    Takes a combination of luck and skill

    Speed through quick iteration to out maneuver and eventually devour the big guys

    Frequent failures due to bad starting conditions

    Partnering with the right people early on is vital

    Later on you need your acquisitions to be large enough to move the needle

    Sometimes there is really no way to oust the established player in a mature market from a small players perspective

I think maybe some signs of aging or negatory effects of size would be cool to add in.

Cool concept!