Part of it is business model, they've outsized their market potential which is a failure of their model. It's a bit of a chicken and the egg, because it's abso

Part of it is business model, they've outsized their market potential which is a failure of their model. It's a bit of a chicken and the egg, because it's absolutely related to their valuation. That valuation is based on a flaw somewhere in their model potential, which feeds back into the model of potential (via expressing oversized outside interest).