I'd guess this is a bet on which market is more lucrative:
* 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.