I think it still comes down to economies of scale for big companies versus small companies.
Where the larger companies can have an advantage is if there are layers upon layers of due diligence, risk, bonds, or whatever, just added on top of contracts, or you bundle a bunch of smaller contracts into one super contract. That is a huge disadvantage for smaller players. They just can't get in there. Even if their technology for a piece of it is better, just to address all of the issues...they just can't do it.