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I see similarity in the current state of EO to the cyber security industry in 2010-2012. It was mainly being managed by governments for governments with some start ups trying to show the value of the industry. It took a series of known breaches on private sector companies before the security market really blew up. I wonder if there will be a transition point in the EO industry that makes more private companies stand up and say I need that data.

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Excellent analytical piece

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