We keep seeing this pattern over and over as well. Despite LLM companies' almost tangible desperation to show that they can replace software engineers, the real value comes from domain experts using the tools to enhance what they're already good at.
* 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.
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"