Comment by TeMPOraL

Or, you could fit the exactly opposite story to the same data:

Growth is when you want to have institutional support, to be at the tip, backed by infinite money and best compute infra, and benefit disproportionally from compounding. Conversely tapering is when you're best flying under the radar, and there's plenty of value both in ideas and in hardware, as the leading players shed excess they can't support anymore, ...