NW, certainly anything resembling a situation
where a partner assumes costs associated with development can only be a good thing. I have a difficult time imagining we are talking enough coin to move the needle, but we will know soon enough.
FWIW, the USG "pilot" fees for WEM (around $1.5m) was essentially subsidized development IMO. That SKS somewhat recklessly referred to it as sales at the inception (that first $500k "customer" thingy in a Q3 report a few years ago) was an abuse of terms, but income is income.
Wave lacks the resources IMO to dump coin into development of a supply chain+APT integrity product, but with a willing funding partner that is a separate matter.
The above content is my opinion.