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 This seems quite exaggerated when you take into account that @Jameson Lopp recently estimated the number of bitcoin noderunners to be below 17.000... 
 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. 
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 As a Casa Node early adopter - true