AMD and intels shovels (hardware) are fine. The ecosystem is the problem. The fundamental difference is AMD/intel see it as an upsell whereas nvidia is willing to invest in long term organic growth. The problem is the C suite and the difference between companies run by founders and bean counters.
We're actually in agreement, it's just that analogies are a blunt instrument.
I'm saying that Intel and AMD made single-purpose GPUs useful only for graphics. Whether that's because of the software or hardware is immaterial. Effectively, it's one product in the same sense that an iPhone is one product to a consumer, but technically it's the iPhone device + iOS the software + Apple services such as iCloud, music, etc...