Yes, it's like when GT scoffed at the suggestion that POET would mingle with the likes of Intel...
I don't believe any of us doubt that there is something substantial here, but not one of us has a clue as to how substantial it is.....or if it really is at all.
SV has created this ecosystem, Vivek is now pulling players in, and the more the merrier I say.....
....which would coincide with "global"...