I'm skeptical. The phrase "pacing the frontier" implies disproportionate regulation of firms at the frontier, which if anything would give smaller players time to catch up.

Opposite actually: https://news.ycombinator.com/item?id=49674548

tl;dr

A slowdown that doesn't slow you, that your competitors must also obey, enforced by a government you've asked for an antitrust exemption from, is not a slowdown... it's a moat.