Adam has explained to me why their approach was different from Hecl, but I won't attempt to reproduce that explanation, since I don't actually know what Hecl or Tsumobi are all about. I have vague notions, and when I'm actually talking to Adam or Josh about it it all makes beautiful sense...but then they stop talking, the fog returns, and I have no idea what it is they're building.
What I'm saying is, they're really smart guys working in a field that I know almost nothing about, and doing work that walks a razor fine line between "research" and "product". Thus, one of their biggest problems in reaching a market, reaching investors, or reaching developers, is making what they're working on into a concrete solution to a real-world problem that everyone (or at least their customers) can understand quickly. I think they'd be a bargain for anyone that hired them (either by investing in them or acquiring Tsumobi) because they are extremely smart kids with huge ideas, but I'm not sure how many people will see that based on what they're building.
And, while I'm pontificating, I don't think I'd be crazy to suggest that the best thing they could do would be to get their current code into the hands of some customers--even just a few. Because nothing guides you to providing value like having customers. And the more they pay (or the more ownership they have, if it's an Open Source project), the more value they demand...and that's a good thing when it comes to finding a need and filling it.
