Skate to where the puck will be, not where it is today. Does that mean I think these guys have something? No. But they know that wireless data will become fast

Skate to where the puck will be, not where it is today. Does that mean I think these guys have something? No. But they know that wireless data will become faster, more ubiquitous and cheaper in the coming years. If they can survive that long, they may find the killer app/opportunity that nobody else has noticed because everybody has been focused on so much running locally. At the same time, there seems to be a consistent back and forth in tech with things going local -> cloud -> local -> cloud -> local... of course with different names each time.