That might be part of it, but I think it also has to do with the reality of replicating and scaling. Hardware or physical goods simply don’t scale like digital goods. There can be hundreds of knock-off physical products that have lower quality and lower cost but serve 90% of the same purpose, because physical capacity for raw materials, construction, labor, shipping, etc. have scaling limits in each market and economy. Digital goods are just so much easier to replicate and scale, so it often doesn’t make sense to buy software at lower quality and lower price if it doesn’t do most of the job. There are still limits of course, and different from physical goods, but I think this is a key reason why software is seen as winner-take-all.