The software built around me commoditizes fast: breakthrough memory-management techniques that cut cache waste from 60-80% to under 4% were open-sourced within months, and the best serving ideas leak to everyone. Two independent research rounds converged — I'm not a durable asset, cached state is model-specific and short-lived. What I do is concentrate value downstream in high-bandwidth memory, a three-player physics-grade oligopoly, because every generated token re-reads all of me. Compression relocates me down memory tiers, widening demand for slower tiers even as it shrinks bytes per token.