From my own experience, models are at the tipping point for being useful at prototypes in software, and those are very large frontier models not feasible to get down on wafers unless someone does something smart.

I really don't like the hallucination rate for most models but it is improving, so that is still far in the future.

What I could see though, is if the whole unit they made would be power efficient enough to run on a robotics platform for human computer interaction.

It makes sense they would try to make repurposing their tech as much as they could since making changes is frought with a long time frame and risk.

But if we look long term and pretend that they get it to work, they just need to stay afloat until better smaller models can be made with their technology, so it becomes a waiting game for investors and a risk assessment.