Another $200M for a company whose product most developers will never touch. VCs continue to confuse "hardware that sounds cool" with "business that makes money". This ends one of two ways: acqui-hire or Chapter 11.

Most developers won't know if they're touching it or not, given their market.

Most developers never touch a mainframe or a nvidia h200 either. So were they bad investments? Neither do most developers touch a Cisco Core Router.

Amount of developers touching a specific piece of hardware is mostly unrelated to business success.

The real question is, are there big company with lots of money that buy your product.