> My conspiracy theory is that selling parts is pretty much their main business case.

I think this is absolutely what you sell to investors. For it to be attractive to consumers though (and thus attractive to investors, since people actually need to buy the thing), there has to be a balance. They haven't even managed to conjure up a market for third party expansion cards, which feels like the lowest of hanging fruit.

At the moment they are living on borrowed time and good will from the tech / hippie community who want to be more sustainable and customizable. I think they have likely lost me at this point. I don't know how close they are to losing everybody else.