This sounds kinda similar to what's happening with the legalization of marijuana for recreational use - a lot of huge opportunities are being created for the companies willing to dive into waters that are still a little legally dubious. A huge amount of money may well be coming into Cuba in the next 5-10 years, and it may be easy to get a dominant position in a particular market just by being first.

And then we can hope that the increased economic activity will be more effective at triggering political reform there than the sanctions have been...