I disagree on the extensions market not being lucrative until a critical mass has been reached. The 'robot' feature is a killer - you can host your own bot that watches and performs operations on a given wave. There are going to be some very compelling bots built right out of the gate, that companies are going to be willing to pay for (think: 'HIPAA compliance bot').
Agree. If Robots can work on more than 1 wave at a time (eg manage/monitor input on one wave and send summary updates to another) then it also opens up possibilities for lazy distributed processing applications. A (superficial) look at their proposals so far gives me the impression that the robots will make great quick-n-dirty FSMs and DSPs. There are many commercial opportunities here, but I also think think there's massive potential for pro bono and free-not-as-in-beer projects.
Robots can work on as many waves as you like. Minimally, a robot can just be a participant in any wave you want it to be a part of. You could technically have 5 Eliza robots in a wave, all talking to each other -- although that would probably be a very boring conversation.