I do think it's an SFBA / generational bubble. We have plenty of boring, expensive software projects that someone will always bring up in a HN thread. For example, every time there's a thread on PCB design, you have some folks talking about Cadence. What's there to say about Cadence? Well, first and foremost, it costs a lot. Otherwise, it lets you design PCBs. But there are people here who pay for it, use it, and want to talk about it.