The analogy is with the dichotomy in incentives between teams that have to win now versus teams trying to build for the future. Some companies need you to hit the ground running because they are presently making no money and need to get a product out the door as quickly as possible. Some companies are going to make more money than God next year no matter what and are more concerned with ensuring they'll still be in a dominant position ten years from now. That affects the kinds of candidates they're looking to hire in terms of narrow specialists versus generally talented people, independently of any constraints in the candidate pool and compensation markets.