[JonChesterfield]

The stereotype is hardware engineers all think software is easy. So while semiconductor firms know software is important, they're often optimistic about the ease of creating it.

Cuda is enormous, very complicated and fits together relatively well. All the semiconductor startups have a business plan about being transparent drop in replacements for cuda systems, built by some tens of software engineers in a year or two. That only really makes sense if you've totally misjudged the problem difficulty.