We are not getting the full story, but it doesn't really matter because we are being told no significant revenues expected until 2019. In 2017 we were told it would come in 2017. 2018, here we are, with nothing.
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The same could have been said about Amazon for the better part of two decades. Yet the market somehow managed to believe in them the entire way through to their very first profit not that many quarters ago.
At some point the institutionals simply need to value the groundwork being laid for our kind of disruption - more complicated than selling books or dog food, yes - but disruption of similar or even greater magnitude. If we were only on the god-d#mn NASDAQ by now, this would not likely need to be pointed out.