a few ways to slice it 1) hardware is still really hard 2) hardware in it of it itself is defensible/a moat because apparently software first companies may not

a few ways to slice it 1) hardware is still really hard 2) hardware in it of it itself is defensible/a moat because apparently software first companies may not know how to do it well 3) software for hardware is particularly dangerous because its you can get pushed off of someones hardware platform in favor of a homegrown, good enough, alternative