Yeah there are actually quite a few players in the space. Each seems to have a few customers here and there and all are finding their feet. No one dominant player.
Ultimately it will come down to has the best AI, UI, network effects, scalability, flexibility and compatibility - and all those things come down to having amazing programmers working for you and they don't come cheap.
Build something no one else can afford to build and then take real estate in the market, that is what I believe GSW can and is doing but they have a lot of stigma on the ASX as an investment to overcome and that (IMO) can only be negated by continual incredible growth where the forecast becomes more andmore compelling.
Right now it's very speculative and only for the brave.
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