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FabHKyesterday at 6:48 PM0 repliesview on HN

Very neat, but 1) is not really P(customer wants to run their own firmware), but P(customer wants to run their own firmware on their own device).

So, the first term in 1) and 2) are NOT the same, and it is quite conceivable that the probability of 2) is indeed higher than the one in 1) (which your pseudo-statistical argument aimed to refute, unsuccessfully).