[wwweston]

I'd guess this is a bet on which market is more lucrative:

* domain experts paying for tooling that will enhance their productivity

* capital/management class hoping to significantly replace domain experts

Software devs have been a famously tough market to sell tools to for a long time, so the better bet is B. Plus, the story on B is fantastic for fundraising; if there's a 10% chance that it checks out, you want some part of that as your capital portfolio.

[scuff3d]

I don't think they actually care if it ever materializes. They just have to sell execs on it. As long as they can the exec will sell it to their higher ups, mostly by just flat out lying about it.

I see it all the time at the Director and VP level. Once big money is on the line, there are no failures, just "opportunities for strategic realignment"