Were those roll-ups though? I see a poster below says the private equity fund was only involved for the last acquisition, but no one can deny Muse Group/Ultimate Guitar went on a shopping spree. They looked like they were trying to gain control over a whole segment and start squeezing (well, except for that open source projects aren't that easy to squeeze). No wonder people freaked out over the telemetry, it was reasonable to fear the worst. But everything went better than expected.

Valid point! I believe they weren't.