Core Insights - The total addressable market (TAM) for the industry is recognized as substantial, but penetrating this market presents challenges [1] - The industry must first establish a robust hardware foundation before fully realizing its potential, similar to the evolution of mobile phones [2] Market Penetration Challenges - There are various impediments to penetrating the TAM, which may vary across key end markets [1] - The historical context of the information industry indicates that foundational hardware development is crucial for future monetization opportunities [2]