Why even mention it if he doesn't think that Color could be the disruptive company that can make that leap? I doubt he's saying "Yeah a bunch of companies are

Why even mention it if he doesn't think that Color could be the disruptive company that can make that leap? I doubt he's saying "Yeah a bunch of companies are going to fail at this, including Color, but hey throw cash at us anyway". That doesn't make for a good sell at all.