Easy. If this pans out they make 10 or 20%..if it doesn't they don't lose anything. It is not like they paid NFUSZ an initial 10 Million..this is all trial and error and an experimental.
Remember, they only made 10% off the 8K or less. They may be seeing this is going no where>
Salesforce and SAP would have signed by now if there was something here..Don't you think?