oddly I think their stumbling along made the opportunity seem unrealistic and economically poor tio potential competitors. Now that it is emerging, the architecture has evolved so much in terms of nodes and players that Wave will not easily be pushed to the sidelines. Also the duration of the process has probably strenghtened the bonds amongst the players and in many business situations, relationships trump other factors. I still find it dififcult to monetize the opportunity since the range of results is so vast but the opportunity itself is becoming clearer and clearer and bigger and bigger.
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