The speaker says AIUC's hypothesis that risk would constrain adoption has shifted from speculation to something that now feels factual.

“is that at some point risk was going to hold down adoption at that point in time that felt kind of hypothetical and i think that that is now over clearly the moment is now with methos and with fable it's pretty obvious that literally the binding constraint on adoption is risk and so for us it feels like this is a natural continuation of the same hypothesis but where previously it was speculation now it feels like fact”