Faulkner will not go public in my opinion and when she does that is the beginning of the end. EPIC is not in the sane space as ATHN at all and will not be. But EPIC is an example of a company run incredibly well. Athena has a completely different offering and target market I think. Which is not discernible to people not in the market.
EPIC has no real or perceived execution responsibility once the system is implemented.