Well, that is a high compliment indeed, and much appreciated.
At the macro level, we probably don't have as much to argue about as you might think. Obviously we disagree on some of the details - a matter of perspective, perhaps, since I look at things "from the details up".
I concede that deployment of the CSP is tactical and "short term" in nature relative to the grand endgame that you (and SKS) envision. But it is a very real step that MUST be executed for that vision to be realized, IMO.
That said, recognize too that everything changes over time and what is material today may be obsolete tomorrow. However, I believe that Wave has executed the first phase of their long-term plan and will maintain a foothold in the TC space regardless of how it changes going forward.
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