Based on everything they've said, I doubt it has anything to do with Kuri Vision. Given all the other smart devices that have the potential to spy and are easily hijacked (even exploits in simple wireless cameras), several markets would be wiped out.
Obviously we can't know the whole story, but it sounds like the backing company ultimately realized this won't be a money maker. Maybe there wasn't even enough interest in preorders and steam never picked up.
I still find it extremely interesting that after the December shipment there are still zero reviews, unboxings, etc. online. In sleuthing on Facebook in the time I've been interested in Kuri, I've only come across three people that likely actually have one. One posted a few comments on their page shortly after that December shipment. One posted a few comments in the owners group I belong to and never again. And the other still regularly posts there (though he has said nothing about if he's been offered a refund or to ship it back or what not given that the services will likely be shut off).
Many people in that owners group are talking about placing their preorders in late 2016, and others in very early 2017 - I placed mine in early 2018. Some of them mentioned that Mayfield promised them another $100 off their order due to all the delays. Even if it had gone according to plan, I'd be shocked if I ever would have received mine with the given deadline given those pending preorders.
I suspect that there wasn't as much interest as they'd ultimately hoped and that even if these were truly ready to ship, it may have been at a loss (plus to keep all the services running and team going) and that rehashing for parts or doing something else with what stock may exist is more viable in the long run.
I would be really interested to see the actual numbers here. Based on social media posts with people commenting on their canceled orders, I'd say it's well under a hundred different individuals. When commenting on the refund process, they mentioned "there were a lot to go through" so it may take time (I already got mine back on the card and look at how late my order was).
Even though I was teetering on canceling, I'm disappointed it didn't work out. I really *loved* the design - especially the blinking eyes and what kind of life it brought to the robot (based on videos). But let's face it, it's a niche market, and there are far less expensive solutions to get the functionality that the robot provides. We just happen to be a part of that very loyal, enthusiastic, and niche market. Heck, look at the history of AIBO alone for that market - or the robot explosions on the 80s that kind of went no where.
There is an interesting article here on the Kuri matter:
https://spectrum.ieee.org/automaton/robotics/home-robots/mayfield-robotics-cancels-kuri-social-home-robot I guess I'll look at this as more money to put toward a new AIBO if it ever gets an official US release. Though with how little time I actually get to run my robots, maybe it's a hobby I need to get over--especially given the instability.