Very good points. I agree that many established companies are going to be very wary of making the jump. My hunch is that if they have a real shot, and this is

Very good points. I agree that many established companies are going to be very wary of making the jump. My hunch is that if they have a real shot, and this is assuming that most of their promises turn out, it's not going to be going after general purpose computing head-on. For instance are there big problems out there that are compute intensive, but branch-heavy enough that GPUs aren't a great fit, in applications that need low power but that don't make sense as "cloud services"? I don't know. The optimist in me sees potential opportunity in opening up new domains. The practicalist agrees with you; it's going to be an uphill battle and a lot of stars need to align just right. But if they really can deliver 10x on general purpose computing workloads, it's hard for me to see that not being game changing.