Why? If anything, commodity/non-custom hardware is what's hurting right now. Fat margins on hardware imply a kind of inherent flexibility that can be used to weather even extreme shocks.
There are plenty of commodity chips that go into making a full server rack. If any little power regulator, etc. is backordered for months and years it's just more unexpected pain. And that's before we even get to the problems of entire factories shutting down, just look at what's happening to Apple & Foxconn of all companies in Shenzhen this week. If the big players are struggling the small fries are in for pain too.
The supply chain crisis is very, very real, but we are blessed with absolutely terrific operations folks coming from a wide range of industrial backgrounds (e.g., Apple, Lenovo, GE, P&G). They have pulled absolute supply chain miracles (knocking loudly on wood!) -- but we have also had the luxury of relatively small quantities (we're not buying millions of anything) and new design, where we can factor in lead times.
tl;dr: Smaller players are able to do things that larger players can't -- which isn't to minimize how challenging it currently is!
We have an office, but many people aren't in the Bay Area (myself included). Not everyone is doing hardware, and some folks who do have nice home setups they enjoy working with. It's a spectrum, basically.
