To take issue with the lede, it's completely clear that the bet will pay off, just not for whom, when. There is zero ambiguity about that fact that everything

To take issue with the lede, it's completely clear that the bet will pay off, just not for whom, when. There is zero ambiguity about that fact that everything is going to change, for a pretty sizable interpretation of "everything." That this hasn't been reflected in the quarterly numbers betrays either a droll sardonicism in service of generating clicks, or, a comical loss of perspective.