"the carriers want an indirect ecosystem in order to monetize this space."
What about this? Is this a potentially true statement below?
They don't need an indirect system to make money.
If/when consumers feel reading 2D barcodes with their cellphones is a 'must have' feature, they will flock in droves to sign up for the carriers' data plans.
Bingo, carriers monetize the space.
Case in point, a few years ago I felt reading barcodes was a 'must have' feature, for obvious reasons. (If it's not obvious, it's because I wanted to know more about 'what I owned' lol). I didn't have a data plan, didn't really need a data plan for anything else, but I signed up for it. AT&T enjoyed a bit of monetization of the space.
There are millions of people out there in the U.S. alone with cellphones and no data plans. Tens of millions. Maybe even hundreds of millions lol, then there's the rest of world.
That's a lot of potential monetization with the carriers not caring what kind of code is clicked on.
I'll let those who are currently more in the know than me guess whether that's a possible scenario, omitting the pay (NEOM) per click over billions of clicks that keeps people hanging on.
We already know what the stock market has guessed, and with the huge (not) number of NEOM-involved campaigns out there, we kindasorta might know what the 2D barcode market has guessed.
JMHO
jonesie
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