I agree and that's exactly my point and why I didn't put numbers...

I agree and that's exactly my point and why I didn't put numbers into the equation. Because it's pure speculation at this stage which you kindly pointed out.

But even assuming very minimal adoption rates and tiny subscription fees, the potential revenue it could generate is still very significant given the current revenue.

Do some numbers yourself and be as pessimistic as you like, then turn that sum into an annual revenue amount and compare it to our current TCV.

Then remember this is only ONE stream of revenue for next year and there's plenty more potential in many different verticals.

risk vs reward is still in a place I'm comfortable with.

I enjoy hearing both sides to a story and welcome healthy discussion.