Yep it is a bit of a difficult call, however worth pointing out...

Yep it is a bit of a difficult call, however worth pointing out that they don't really have to worry about manufacturing (just reliable supply which shouldn't be an issue given the nature of MEMS production), logistics is pretty straight forward for such a small product, servicing will be the responsibility of audio companies, and the biggest overhead will be r&d as they'll continue to be keen to make further improvements to cost & performance.  Either way the company will be worth 10's of billions eventually assuming their product meets expectations.