But then you just ignored the whole micro-ISV market which is cranking out tons of software solving interesting problems. And investment money has its own issue

But then you just ignored the whole micro-ISV market which is cranking out tons of software solving interesting problems. And investment money has its own issues. VCs view their companies as a portfolio, they are only interested in ideas that have the potential to be huge. There are plenty of software products that should exist but are not interesting to investors because they are not potential unicorns, but interesting to smaller software shops since that revenue will provide a nice living for them.