Influence Capacity at the Firm Level: Three-Axis Portability and Competitive Decline

This paper proposes a firm-level theory of influence capacity organized around productive capacity, mobilizable surplus, and network position. The central portability hypothesis is that ecosystem position adds predictive content for pricing power, strategic autonomy, and business-line survival after production, technology, cash, and short-horizon reallocation are controlled. Three contemporary dyads - Apple-Samsung, Microsoft-Google, and TSMC-Intel - show how the decomposition changes comparisons that would otherwise rely on revenue or balance-sheet scale. Three historical declines - BlackBerry, Nokia, and Kodak - illustrate the predicted vulnerability of firms whose network position erodes while productive and financial resources remain positive. The contribution is a portable measurement framework, a multiplicative baseline, and four explicit falsification criteria for the portability claim. The six cases are exploratory: their axes are researcher-coded, the observations are selected, and they cannot identify firm-level exponents. Accordingly, the vector (0.35, 0.20, 0.45) is retained as an illustrative prospective target rather than an estimate with identified uncertainty. Series note. This version 1.0 working paper contains the firm-level portability study separated from the prior omnibus manuscript. Stable series citations use concept DOIs: the axiomatic theory is at 10.5281/zenodo.20036716 and the national evidence study is at 10.5281/zenodo.21347878. The theory is also maintained as SSRN Working Paper 6716498 under DOI 10.2139/ssrn.6716498. The prior omnibus manuscript is retained for provenance at the immutable version DOI 10.5281/zenodo.20177453.