H, it will be riveting to watch for signs of offshore money. I hope it arrives at the gallop. But I wonder even 5 years on, whether it is still a little too soon for that particular cavalry?
What I'm pondering is whether Ford, at least initially, is perceived as an outlier. That is, just what will constitute critical mass? A couple more household names, or measurable revenue?
Personally, I'm not in Tech's revenue-at-any-cost camp, but it is my suspicion that we need further showstopper anns (and a proven chip) (before we can feel confident that our ship is coming in.
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