alea/barge,
NW's argument is one of stating that one last piece of supply (kinda robbing from alea here) is what is missing. This list of the missing piece of supply is a long one.
It may be true, perhaps it is an issue of supply and the correct constellation of supply has not existed, and the getting a TCG smartphone is the last piece of the puzzle. It certainly is an important part of a comprehensive solution, but there is a lot of solvable stuff on the table right now, and one might argue that those solutions lack demand.
Lost laptops have caused real measurable damage. Stopping that does not require upgrades in cell phone technology. LMT-RSA was not phished via smartphone.
The above content is my opinion.