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Hey, these are some pretty wild speculations!

I've had a chance to interact with Craig and Joe on multiple occasions and got an impression that they are rock solid both in their business strategy, team building, technical execution and vision, so not sure where do your assumptions are coming from?

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Yes this is of course all speculation. I’m just pattern-matching based on my experience and superficial observation of the facts. If you’ve met them a few times, it looks like you are too, no?

Objectively, this is a pretty great outcome. So you could say they had a good strategy and executed well on it. And their engineering team looks great, no argument there.

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