The focus on the Applicationlayer as a primary driver, I think after all we know about networks it is right BUT the ultimative condition for any SMTs to be used --> is that the world knows about it. Ethereum and EOS had huge exposure to mainstream media back then. When Ned speaks about a horizon of one year for SMTs to take of, than I dont see where the accelleration should come from, because there is no big PR-department...

Whats your opinion? maybe he gave some insights.