No, I meant commodify their competitors. Big company has moved up the value chain and doesn't want others following them, so they standardize the tech at the le

No, I meant commodify their competitors. Big company has moved up the value chain and doesn't want others following them, so they standardize the tech at the level below. Now competitors are all implementing the standard and thus can't get an edge over each other, so they end up driving margins to zero via price competition and have nothing left over for innovation, whilst simultaneously reducing the bigger firm's cost by turning the lower levels they still rely on into a commodity.