That was Sunpoop. He and I had a spirited debate on Agora about it. I was pointing out their growth, their number of employees, their revenues, and he was pointing out that RP told him they were a crappy company we didn't need to worry about.
Well, I guess he was right. We don't need to worry about them anymore - they took all our business. (Except that which we gave away to the trains on purpose.)