Watson is is now only a search engine you need to train and define your own domain models and logics in side the App. The bloom depends on wether there can be enough Apps on the platform. Remember: those Apps are enterprise level and will always be developed by companies. Why don't these companies just deploy their app in other clouds and connect with a 'siri' like voice interface? I can't see any values inside this platform. Vertical search and IP is not hard for developers today. Small companies can do that without IBM's help.