I used to work for a guy who, during business imbroglios, often said, “It’s not the direction, it’s the velocity.” Roughly translated: Sometimes a flurry of activity obfuscates the fact that no one knows what’s going on.
I think he would feel right at home in assessing the current state of the edge market. Everyone is as excited as can be, but it’s safe to say that no one has cracked the edge code yet. There are plenty of theories about what it would take to vault the state of the edge business from exciting to, well, really exciting.