This is a very nice and pithy observation - you're basically arguing that it's a classic power-law distribution: a few huge winners, and lots and lots of small players - who traditionally would have been defined as losers, had costs stayed the same. But they haven't, so the long tail is full of (small) winners.
I'm going to update my original post with some variation of this... Thanks.
I'm going to update my original post with some variation of this... Thanks.