I also think that the Red owner is a sort of Steve Jobs in this industry.
IMO, the big strengh of Red is double.
They have a really competent team
They have no past
We see that companies like Canon and Co are obliged to do politics that protect their respective departments. Red does not have this problem.
They can come with a complete system in one, while the competition will be embarrassed because it would compeat within their own products.
Red is free, has all the room to developp whatever killer product and they are pretty good at understanding the evolutions and needs of this industry at any level.
It's pretty amazing that their cameras can fullfill at the same time a small structure, the indy filmaker, the photographer that shoots video campaigns, or the most demanding Hollywood billionaire productions.
PS: in form of a wish hope, maybe tomorrow they will bring RCX to the next level, with real editing capabilities and it will be the end of the NLEs and the traditional dusty obsolete workflow as we know it. If a red customer who buys a Red camera can do everything from A to Z within the same software (except special FX), that will be another huge revolution. And my intuition tells me that it could be very possible.
That would really be a kick in the bottoms of all the arrogant software manufacturers that are maintaining ourselves on bondage with their workflows. Will be Red the Robin Wood (sorry, the Robin Hood) of the post-prod industry too?