You cannot iterate quickly based on the glacial embedded industry. I am amazed by the way we are quoted 3 month wait for a shipment (even pre-covid) without anyone batting an eyelid.
You're a bit like the satellite industry looking at Starlink and saying "well it's not true satellite, doesn't have X, Y and Z" and pointing to a few specialist applications where legacy satellite is highly suited and ignoring the masses of business applications that have moved to Starlink.