Apache, a quote from one of Joe Pych's articles seems to have him of the belief that NOW (2013) is when it all begins..
"In 2013, we’ll be watching a dramatic shift in the digital advertising technology landscape which may become known as The Great Ad Tech Sutton Pivot of 2013."
See more at: http://www.the-makegood.com/2013/01/15/the-great-ad-tech-sutton-pivot-of-2013/#sthash.9LwcUUf8.dpuf
That statement might be the 'catalyst' you were looking for ?
As for the Numbers.. for now it seems to be about 'bums-on-seats' and then building on that, turning the slow dribble of revenue into a steady flow.
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