SP, page-45

one thing i should perhaps add @Milo7

as i keep stressing - Ohm is not the product imo.  Buddy cloud platform is the core product - Ohm is just a data conduit

the core competitive competence isnt in Ohm - however good it is.

so market threats have to compete both at the data conduit and the data capture/analysis/client interface level. not to say that cannot be done - but its much much more complex than just whacking up a different set of meters

thats why i;ve been saying the moat that BUD is building is a lot more defensible than i think people sometimes give it credit for