All of us who buy dCS equipment support Mosaic development. 
But seriously, I generally agree. Roon is primarily a software enterprise with a hardware component that helps to feed and legitimize the software. dCS are a hardware company who supplies the necessary software to interact with their hardware and for a decent right-out-of-the-box experience. There really isn’t any competition here. These are coopetive models. Like all makers of computational audio playback devices, dCS benefits from the quasi-standard that Roon has become. dCS isn’t trying to outdo Roon. Roon, however, is attempting to survive and perhaps even dominate the paid client-server non-UPnP marketplace. It competes against solutions like Minim (and all the UPnP ecosystem combined), at least in one sense that end users like us voluntarily choose between them. But Roon also benefits by having that choice available, and having a quality standard like Minim.
Software development is really, really hard. Part of the dCS value is that software development. I also hope dCS keeps moving Mosaic along to at least remain attractive in comparison to the minimally necessary software required to run other computational audio products. That’s the competition for Mosaic. But Mosaic doesn’t really compete with Roon the same way.