When infrastructure companies start outpacing consumer brands, it signals a fundamental market shift. The contest between platform builders and product makers has tilted decisively—investors are placing bigger bets on the backbone industries: AI systems, data management, cloud architecture, and advertising networks. These sectors compound at speeds that consumer product reputation simply can't match. Traditional brand loyalty and design philosophy still matter, but they're playing catch-up to the economics of scale. The same logic applies across markets: whoever controls the infrastructure layer tends to win the long game. In crypto and blockchain spaces, we're witnessing parallel dynamics—the protocols and tooling platforms gradually outpace individual consumer-facing apps when measured by sustained growth and capital accumulation.