Not sure how you can have the software without the hardware.
Screens are addictive. Why they are addictive is an interesting question- but regardless of the software being used- video games, social media, browsing the web, the fact remains that these activities are all addictive. I suspect it's just because screens are shiny, colorful, interactive objects. It doesn't matter what app you give a baby or a chimp, they will stare at the screen for many hours. TV addiction illustrates my point further.
Anyways, this is all besides my original question. Apple/Google feel like the IBM/HP of old. What shape will the new Apple/Google take?