My intent isn't to throw cold water on embers that appear to be glowing but SV's use of the word "humbled" in my mind lacked further clarification (not uncommon for Poet), atleast I didn't hear any further clarification. Being "humbled" could be viewed "holy crap this could be really disruptive" OR "omg, we're going to get crushed".

I think the underlying assumption is that SV was overwhelmed ("humbled") at the positive response from prospective customers........here we go HOPING again that it represents an accurate assumption