So do wifi connected microwaves and refrigerators. But when you open the door to that, or more generally "technologically differentiated hardware," you're essen

So do wifi connected microwaves and refrigerators. But when you open the door to that, or more generally "technologically differentiated hardware," you're essentially talking about anybody. Fancy lightbulbs, for example. Or hook them up to wifi and now they're software differentiated, if 'technologically differentiated hardware' is a step too far. I read it as the author saying "oh by the way these other companies that don't fit are their own (massive) category, not counterexamples to the criteria I've laid out."