The intuition behind this is that people who had a usecase for the tech but were locked out because they couldn't afford it, or didn't believe it was worth it usecase can be engineers or researchers. Some of these people may perform better than expected causing a gap in true market value which is filled when they scale up to their new size
Related: Jenson's Paradox: The more you buy, The more you save
Related: Jenson's Paradox: The more you buy, The more you save