I agree, dig.
It doesn't provide any kind of vindication, either.
But it doesn't seem to contradict the theory that Solms may well be a more effective manager than his predecessor. That he is focussed on making the most of the assets in his hands. He's got some income streaming out of Safend. That's a commercial accomplishment, even if it isn't complete yet.
I also think he has approached product development on the tc side using a demand-side approach rather than genius theory. It's about the quality of the products and how customers deem them useful and building around that rather than a secret conspiracy of governments and gorillas delivering global domination to wave. The folks who think the palm belongs to SKS seem unaware of the difference between these two approaches to product development. Solms has been building a simple, scaleable, user-friendly service. SKS complained that wave's customers don't get it, but somewhere over the rainbow, they will.
So I think Solms has a better chance of success than his predecessor. Because he has adopted a demand-side model. Having said that, he seems to be having a difficult time enticing customers. So there's clearly plenty of resistance to tpms whoever is in charge and whatever they do.
He still may succeed. Whereas the last guy was doomed by the supply-side approach he adopted and that gilder encouraged. With SKS it wasn't about customers. The problem was wave and its approach to product development.
Some call what SKS did vision. I think it was simply a poor approach to the problem in front of him.
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