[furbearntrout]

You can't invest in the product -- not if it's really new, never seen before. You have no way to evaluate it, so you invest in the team. The team at Color has a proven track record; if the product is bogus, the will be able to pivot. Color is a good investment, but a little out of my price range.

[canonpack]

I don't view it as a 'good investment'. I view it as a large, high-risk investment that will likely leave one group of people saying 'I told you so!'

But it's not obvious to me which group will be wagging their fingers in victory.