It is always good for DJI to have some competition. They have been spending too much time going after GoPro cameras instead of advancing their quadcopters.
DJI makes multiple drones at multiple price points. I think not making it fold-able is going to hurt them. I know some people use their drone to follow them, but a lot of people just to fly their drone. I don't see why they would have any advantage in that space. I feel this probably cool technology without a good market fit.