flammy....
I've been invested there awhile...and I've seen more than a few false starts. FWIW its my opinion that eventually one of these spikes will eventually turn into something.
They are an incubator, but imo the 2 big cards in their hand are Artera Turbo, an accelerator of any internet connection which has an agreement with Avaya. The other is smart cards about which I'm woefully uninformed. There's a wealth of information out there...good luck with your DD.
If you want to taste the fruit, you have to go out on a limb. But if you wait for the herd to move out on the limb....the branch tends to snap.