Sounds like a perfectly classic version of the growth trajectory characterized in "Innovator's Dilemma" (Clayton Christensen). Company grows into a big fat din

Sounds like a perfectly classic version of the growth trajectory characterized in "Innovator's Dilemma" (Clayton Christensen). Company grows into a big fat dinosaur, leaving a soft underbelly for a scrappy little mammal to claw at. Except in this case the scrappy little mammals are big fat dinosaurs themselves.