Why Protocol Choice Locks Physics When You Scale
Once latency is validated as the demand constraint, protocol choice determines the physics floor. This is the second constraint - and it's a one-time decision with 3-year lock-in.
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Why Latency Kills Demand When You Have Supply
Users abandon before experiencing content quality. No amount of supply-side optimization matters. Latency kills demand and gates every downstream constraint. Analysis based on Duolingo's business model and scale trajectory.