If the number isn't very large, I'll concede that I either over-reacted or the total number of bots is way larger than I imagined. If the number of bots is large, this affects their valuation.
If the number is large, it shows that the primary asset, the user base, has reduced and this also affects their valuation.
I can't see how they can come out of this looking as valuable as before.
I wouldn't like to be an investor.