the notion held by many, it seems, that with proper visionary leadership that Wave will still become some sort of secure execution space mediator of multi applet fun leading to uber billions is one such old notion I find perplexing.
Trustzone is built and the consortia went places other than Wave for every single solitary component. The 2012 applet swapping patent is held up as some sort of thing of value that is going to ensnare the entire Trustzone (or any space like it) into Wave dependency. That smacks of too much brandy and not enough coffee to me.
At the SHM one shareholder was concerned that they weren't hearing about "apps" and presumably app rental space, app switching fees, app licencing and so on.
Others still see a swiss army knife, the whole planet revolving around Wave dependency based on .... what? No laws forbid writing management tools to an open standard platform. How does that get all the way to de facto?
There are many however that would just like to see Wave sell some enabling products and turn a dime. Given current valuations Wave could still be plenty successful, but one must (IMO) always be cogent of their zero-moat business plan.
The above content is my opinion.
