I see them as an acqui-hire target. Especially form Facebook since they are so geographically close to FAIR labs in NY or Google and get integrated into Google AI like Deep Mind did. (esp. since google uses a ton of Transformers any ways)

I can't think of many small teams that can be acquired and can build a company's ML infrastructure as fast as this team.

If they have the money for it, OCI and Azure may also be keeping a look out for them.