If Envoy is slated to upgrade less pilots than they flow, it means it STILL is slated to SHRINK. In consideration of that, why would they need any significant number of new-hires ?

It doesn't sound like it's a good time to sign up to be an Envoy new-hire turtle. In fact, if one there has apps out and is thinking of leaving, I think they'd be stupid to pass up a decent gig in favor of fuzzy math and smoke and mirrors.