[ExitPlatosCave]

Possibly this is not a great analogy but if there was just one car company in the world for example Ford, I don't think cars would be as versatile or as commonly adopted.

Therefore I'm seeing any progress on the part of multiple companies signaling that this is more than just a one-off.

Another example would be the very early handheld iPad predecessors (Palm Pilot). Look like nothing was going to happen there. But after several failures it started to take hold.