ive just finished watching the QnA, and will elaborate later, but all i can say is WOW.
dave is clearly convinced we are ready for a transaction. its obvious as f*.
he emphasises no CR. he goes on about how we can talk to ANYONE.
he also says it is TUNEABLE to any client. we knew it was tuneable, but hearing him confidently describe it in that way. That opens a whole nother can of worms in how much money this tech is worth.
Its like custom building a PC for someone but custom building their memory. Does that even exist yet? does another company offer that ability ?
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