I wouldn't say they capture all the value, they return a huge chunk of it to customers, often through lower prices. But, I agree that shrinking a $20B market t

I wouldn't say they capture all the value, they return a huge chunk of it to customers, often through lower prices. But, I agree that shrinking a $20B market to a $2B market where you control $1B in revenues at much lower costs allows you to pay employees well.