It's just my unsubstantial opinion. Too many players raising too much money in a consolidated market. Bar some notable exceptions (NSO), this herd of misguided lemmings has one way out - acquisition by Checkpoint/Imperva/SalesForce.
But maybe I'm wrong and we'll see 100 Mobileyes in the coming decade.
But maybe I'm wrong and we'll see 100 Mobileyes in the coming decade.