They seem to be in a sort of half happy, half dicey place-on the one hand they’ve made the jump into professional video which is a big deal for a consumer-level product. And it’s hard to see a small competitor matching them now. But they’ve also attracted some serious interest from the big boys and that’s where they could just get torpedoed.
Good for them though, they’ve done great things- the gopro 1 was the first really credible wearable cam, I remember early Contours (vholdrs) and ATCs and that, and bullet cams into pvrs, what a load of rubbish. Always seemed like they were going somewhere nobody else was able.