Their valuation is not marked to market. We know their previous round valuation, but at this point it is speculative until they go through another round that wi

Their valuation is not marked to market. We know their previous round valuation, but at this point it is speculative until they go through another round that will mark them again. That being said, they have a user base and integrations. As long as they stay close or a bit ahead of the Chinese models they'll be fine. If the Chinese models significantly jumps ahead of them, well, then they are pretty much dead. Add open source to the mix and they become history.