That is interesting stuff. The point that Cox is British and so reserved in expression has come up before, some claiming that he is remiss for not beating the PR drum the better to deliver "shareholder value" aka higher PPS, others saying no this is what we want and what the street wants too, a proper technocrat who doesn't advertise what he doesn't have in hand. I saw a transcript of an interview with Peter Drucker near the end of his life wherein he made the point that Miracle Mile management tends to focus on the technical side and miss the boat getting the story out while Silicon Valley goes the other way.