"... But zero chance of chip production in 2021 Q4. We are talking 2022 and probably mid to late 2022. ..."
Is this your opinion or was this actually stated as likely fact by the presenters? It looks like they are saying production during 21Q4, i.e. Oct-Dec 21. That is not late 2022 by any stretch.
I think it is a bit early to dismiss what was actually said, especially at this stage given the significant progress. It appears that progress in every sphere is accelerating, not getting behind.
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