goin fishin ~ while your heart is in the right place, and you could be right, to speculate on these possibilities is putting the cart way before the horse ~ don't you think?
At this point in time, Wave's ability to execute is being called into question. Steven has reported large ongoing trials, and 200k+ upgrade seats for the past 3-quarters. Steven has even stated his disappointment over adoption curves by some of these companies.
Last quarter ~ Steven reported only $11k in upgrade revenues, but also said things were heating up, and provided some number possibilities for Q4. Now I'm not being a Kiljoy here, but I'd almost be happy if Steven could hit the Q4 upgrade predictions that he made. I am so beyond listening to his forward looking statements beyond 1-quarter at a time, I can't tell ya. For my money, I'd just like to see him be right for once on one of his quarter to quarter predictions.
To ponder something like you propose stopped occurring in my world over 3-years ago. Let's see him close some of the things he predicted would/might close. If he does, then that shows signs that the product is being well-received, and the sales force can close a deal. If he doesn't make some significant progress towards the things he opined last quarter, then he should be treated with a bit of impatience on the part of the investors