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Then There's a New Entrance
The big companies have not yet crossed the chasm is because they couldn't put a single sim in a device and have it connect anywhere in the world anyway. They want a global but there isn't a global m and o. So that will cause an inflection of adoption. Then you have a new entrance who see things as an opportunity. All all disruption is as winners. T is losers, and there's new entrance. The winners are primarily the large enterprises. And secondly, it's going to be great for enterprises. You're going to see more global, truly global solutions.