This seems quite exaggerated when you take into account that nostr:npub17u5dneh8qjp43ecfxr6u5e9sjamsmxyuekrg2nlxrrk6nj9rsyrqywt4tp recently estimated the number of bitcoin noderunners to be below 17.000...

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In my experience the total addressable market for node devices is 5K-10K and many folks who buy them actually buy every company's device just to try it out.

And a ton of folks who buy them never even set them up.

As a Casa Node early adopter - true