Based on a previous experience being in their sales funnel and speaking to their reps at re:Invent.
They have an incredible product that I can't live without, it's just incredibly painful trying to actually pay them money for something.
Honestly, I think their real play here is getting community contributions to fix stuff that's very broken and also to edge out Siren Solutions. SearchGuard, Kibi and Sentinl are all _very_ good tools.