About 3/4th into the video the guy says they're planning to attack companies from the bottom-up by designing for, allowing and enabling individual employees to start using it by themselves and then share their stuff. I think even if their software fails, if they can come up with a model for this that works, that would be a big deal and enable other startups. I know I'm already thinking about this.
At least, that's what I got from fast-forwarding, it's an hour long presentation.