I think that MS has found some uses for TPMs in protecting its own software and applications. By derivation, this means there's been some consumer protection available (eg the data that Bitlocker protects).
The disinterest has been more with the enterprise end of things. Creating trusted groups hasn't really taken. Three or four material customers for Wave isn't many.
Some explanations for this disinterest seem more likely than others.
First, Wave seems to have built products which didn't scale well. Maybe they were too ambitious. This can be fixed. Gradual evolutionary modification is easier than chasing a paradigm shift. Customers are likely to be cagey about the idea of abandoning their existing security infrastucture based on a theory. VSC seems to fit this humbler model of change better than the idea of eradicating the VPN.
Second, Wave's claimed cost advantages aren't necessarily easily visible to customers. Again, this can be fixed if Wave is able to explain the benefits of using its service across a cycle. Also, enterprises no longer need to upgrade their user devices. TPMs have been in there for years. Wave just needs to persuade customers to use them.
Third, the last CEO made it clear that it has been hard-going to persuade OS vendors and carriers to grant enterprise access to the trusted mobile market. And without the possibility of trust in all devices, what is the point in deploying an enterprise trust network? This admission by SS seemed to confirm a theory I had proposed that the shape of the mobile market was a serious obstruction and that the reason for the obstruction was all about who would control the cash flow. Will the US government loosen this bottle-neck? It may do, but I am not sure it will do so in a way that protects end-user interests or serves Wave's purposes.
So even if many obstacles disappear, others remain. I think VSC has a chance. But the way to test the theory is via the income statement. Not via the claims of prescience of supply-siders, whose record of misses is plain for all to see.
One thing I do know. I am basing my slightly more optimistic position on the demand-side process which Solms employed to create the VSC product.
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