Then, instead of taking the big leap, they took an incremental step with WARP, (their VPN), and let consumers bang on it for a year (approx 10mm end users). All along - they've been working towards this vision - which is really comprehensive.
Reminds me of how Amazon destroyed the original IAAS/PAAS providers Loudcloud, etc... not by trying to compete with them, but by doing 1% of what Loudcloud did, but very well, for a lot of people. Then 2%, then 4% ....
Amazing how companies that start off building small "trivial" things can use that to lever themselves up to complex and comprehensive ecosystems.
WARP, Magic Transit, CNI - all of them were precursors to this vision. Which, if they pull it off, is going to be $$$.