§ 01 — Premise
In all the IT revolutions before, the right answer was: get bigger.
The shape of corporate competition since the late 1990s favoured scale at almost every layer. Bigger budgets bought better software, bigger teams bought specialisation, bigger procurement bought longer roadmaps. The companies that grew fastest were the ones that compounded these advantages, and the gap they opened over smaller competitors was, for a long time, real.
Inside those companies, however, the people doing the actual digital and innovation work were rarely operating from a position of strength. They had the budget, but speed and internal agreement were often missing. The friction that kept small competitors at a distance was, on the inside, the very thing that slowed them down.
That friction has now become the most expensive asset they own.