that's it in a nutshell. in thinking about the matrix, it's all about shifting plate tectonics.
for wave to optimise its opportunity, i need to think, for instance, about how payments will be processed in the phone space - and to take seriously notions of incumbency and suchlike. what the mnos want matters, even if in the end they cave to the use of trustzone - the resistance extends the timeline.
i also need to think a bit about issues like governance and cash flow which affect my participation in wave's success.
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