Hmm, I have a lot of respect for his research and writing, only troubled that his last piece about DSNY claimed it would double by that year's end. I'm going to wait and see, hoping for success here after all this time. But still, remember the days when this was going to be a major "disruptive" play in a $45B industry and eliminate transcoding for different platforms? We'll see, fingers getting cramped from having them crossed for so long.