The assertion that the "frottement" (friction) of capital deployment reduces to a compression of returns ignores the discipline necessary for managing massive flows. Size is not merely a passive constraint but a factor that requires a proactive posture to control outcomes. A sovereign fund, for example, can initiate long-term infrastructure projects that generate stable and predictable returns, thus avoiding market noise. Classification should not obscure the capacity of major actors to intervene in shaping their environment, such as developing new industries. It is not an inevitable phenomenon but rather a governance challenge.