Seems to me that most "big players" are like the folks from Missouri....show me!

Once the disruptive becomes a see me, touch me, reality for them, with a hefty contract in tow, the big players may belly up to the bar......

Whole lot of folks fly in airplanes with no clue how they stay up there, yet they still get onboard. Why? Because aircraft (the product) are relatable, empirical evidence that flight (the tech) works.