Smorgasbord1, your last paragraph is exactly the approach I am trying to take to Fastly,CDNs, 5g, Edge, IoT. I have not bought Fastly because I believe the true wealth building enterprise will not be Fastly but the “killer app” maker that uses Fastly’s edge infrastructure. So far though it’s Fastly that’s doing well in the stock market and I am still at a loss of any public company growing sales fast taking advantage of FSLY’s enabling tech.
So far IoT seems to be a lot of small applications rather than some big one I know of, or heading to a big one.