I think that, given we haven't seen a hint of an S duct during testing that they've found a way around, and correspondingly reduced drag in the process. I'm also a little surprised that they have been running so much without the monkey seat as well.
It seems like the chassis is extremely well balanced, without the need for the tack ons that every other team has to employ.
I think, when they get back to Europe and get the updated PU, they may be occasional podium material.