DZ, does it make you sad that Miesnieks thinks TAM is ZERO for CC's Pet Project in the consumer space and eventually near zero in the Enterprise? It should if it doesn't.

Yes it’s correct but this ignores the consumer TAM which IMO is effectively zero for video pass-through and smartphone-sized for see-through. This is why optical see-throigh is the much bigger long-term opportunity. Ultimately consumer BYOD will replace enterprise HMDs

— Matt Miesnieks (@mattmiesnieks) March 17, 2019