Missing real value can be the same as showing potential value. If you have conviction there is real value, then you're banking on many misses, some capturing most of it and a fewer number using it to it's potential. From there things like commoditization come into play. However, you should be mindful of tying capability to value, just because something is capable does not also mean it must be adopted as valuable. Plenty of things that are not particularly capable are overvalued, and many things that are incredibly capable are under valued. I think the important part to look at is does this capability accessibility solve very many problems. If so, then you can start to think about a few solutions, but it isn't meaningful to try and understand all the applications of the solutions (because you typically don't understand that abstract customer). Cloud is a good example of this.