I interpreted it as "there can only be one" which I believe is a quote from the Highlander movie; it's a "winner takes all" and that winner gets the title of "highlander."

In this situation then everyone who _isn't_ the winner will go broke -> sell off all their stuff on the cheap because they're desperate -> the winner gets all their hardware for a great deal and becomes even more powerful.

A shrinking consolidation market in which "loser's" assets are absorbed by the "winners".

You've heard it here first!