I was thinking precisely this as I read parent's comment. These are managers/teams fighting in zero-sum game (or something they THINK is a zero-sum game) for a

I was thinking precisely this as I read parent's comment. These are managers/teams fighting in zero-sum game (or something they THINK is a zero-sum game) for a bigger share of stock bonuses of the existing extremely valuable company. Take that win and that bigger chunk of a massively valuable company, and in a way you don't really care what happens with the phone chip market; by the time it really pays off big, in 6 or 8 years, you might be somewhere else anyway. Whereas, in a smaller company with a smaller pie to divide amongst folks, the growth of the pie is the most important thing.