I hate to bring the other side of the coin here but it needs to be considered.
I agree with this analysis, and I am excited in general. And have donated more than I have to any other project so far.
But if the deal goes south, or this fails becaused of any reason it will deliver a SERIOUS blow to the image of Monero. I hope they know what they are doing.
Asking the community for 4500XMR (currently nearly a half mil USD) and then not delivering would be devastating image wise.
You're right, there's always downside-risk to anything *but* I don't feel like it's quite as bad as you're thinking.
If it fails, the failure will likely be mostly limited to being visible to the Monero community: I mean, if the project flops then by definition it sort of means nobody outside in the real world saw it or benefitted from it, right? So what the world is unaware of at all, cannot damage their perception of it...
The upside of positive visibility to the world-at-large, versus risk of the downside of "yet another marketing failure"
(*cough*Jaxx*cough*) to be endured by the long-suffering but still relatively tiny Monero Community seems pretty acceptable to me.