Of those two scenarios, likely the latter. Although I think if they were looking to spend more money on improving their cash flows, they wouldn’t try to take market share from their competitors in enterprise software but rather look to carve out a niche in providing enterprise-oriented bitcoin solutions, layer 3 work, web5 work with @jack etc. 

I don’t see them as being interested in trying to overtake IBM and Oracle, but rather being the Bitcoin enterprise software company. That’s their win condition, from a cash flow perspective