In that case Khout, I'm tending toward if not fully on board...

In that case Khout, I'm tending toward if not fully on board your theory of a concerted shake out. & if its that $hit hot, who cares if its going to take another mask or iteration or CR or partial takeover.
Here's an exercise someone can do : Find where Samsung, FUDU and others( in articles that cguv, daz et al have posted above, )
where they've released progress reports on their metrics ....... It seems they just come straight out of the blocks at full speed which hopefully 4DS will do. It seems an industry wide practice, as practices well by 4DS for how long now? Thought some would be used to it.