These guys sell 1.000.000-ish licenses of, say, $40 on average every month, with 25 employees (or something like that). Do the math on how much profit they're making. Now that they got bored of buying exclusive cars that match the Italy villa, they hired a filmmaker.

Why would they care what an investor thinks about that? The message to customers is, and will be, "so many people chose these products, they must be good". It'll take years for that trend to reverse, and by then they can just fire the filmmaker, hire one extra interaction designer and make another nice product that they can make everybody want.