This I think is key, and very important in his letter.

"5. We are in the process of formalizing our company business plan, about which we are very excited, and you should see snippets of that in the coming weeks in various forms. In summary, right now we are examining a variety of strategic options and possible partners to advance the business’ growth quickly."

I think they are finally going to reveal exactly what they do for the collectives. Shut up the idiots who always claim that collectives don't need their services and they pay too much blah blah..