There’s a potential argument that’s brewing how software moat is null, distribution is still hard-to-impossible to crack. A company, could, spin up software very easily by monitoring the requests of the existing clients that have purchased the hardware. Having such teams that push out software would be valuable, as you’d get a complete walled garden experience. Would be hard to pull off though, as your marketing team needs to be insanely good at convincing people that the product itself is valuable.