Very good read! Thanks
Just confirms my gut feeling that the Rocket approach could need some adjustment. Every time you talk to them they think throwing lots of money at something and then selling off will do the trick.
When you have not figured out what really works scaling does not strike you as the best idea as you just scale failing business model.
It will be interesting to see what the Samwers have in them and whether they will adjust their current business model at some point ;-)