VCs with deep pocketbooks, their startups, and the hardware vendors they purchased from (not to mention politicians) are heavily incentivised to believe that th

VCs with deep pocketbooks, their startups, and the hardware vendors they purchased from (not to mention politicians) are heavily incentivised to believe that their value-add can't be commoditized. If your grand dream is to dominate the market through sheer massive scale and that's what you're selling to capital, you're not exactly looking for reasons to buy less hardware and your vendor is hardly going to talk you out of it. "It's hard to get a man to understand something when his fat valuation depends on his not understanding it"