Red and BMD are companies made by very clever guys who prooved that they know how to make money. I would be carefull with conclusions about their pricing strategy.
To my recollection, Blackmagic has never released a software only product prior to Resolve, and that would include Ultrascope, which requires their hardware. Nor do they have products that are as specific in purpose, and not necessarily used in all facilities, as the DaVinci line. I know Grant and I know he's a smart guy, but my point was that it's not necessarily imperative to play their game to their level in order to compete with them. Thats been proven by AJA, it's currently being proven in higher end facilities by companies like Filmlight, and my opinion is that it could be proven again by Autodesk. But as I said, that's just my opinion.