I.e. they don't seem to have scary innovative technology as much as a horde of people doing integration work (and some good reusable tools)
See discussions from 1 year ago
https://news.ycombinator.com/item?id=11646587
And 2 years ago
https://news.ycombinator.com/item?id=8872054
Google for Intelligence is what they have been selling, but it's unclear they have actually delivered.