Mostly agree, however, INSPECT® has already been commercialized.
SGLB can't have much in the way of sales until the trigger is pulled on projects that involve printing volume "production" parts since that is the only area that INSPECT® offers any value. No one is really doing it yet. GE is leading the charge and needs to pull the trigger soon but haven't quite yet.
The vast majority of today's 3D printing revolves around prototyping, but that is starting to shift toward production. It is during this transition that SGLB offers tremendous value. Until it happens...we wait.
Also, DEFORM® is due any day now ;-)