The leading edge of this trend is DoorDash, but the pattern extends across numerous sectors. Companies are achieving significant operational scale—measured in orders, units sold, or revenue lines—yet are simultaneously experiencing margin compression or widening losses. The escalating costs associated with delivering services at scale, encompassing fuel, labour, and input materials, are outstripping any gains in pricing power. This creates a scenario where growth is not translating into profitability, as businesses scale into financial deficits.