I have just listened to this interview and I am not sure whether it was before or after the other interview as the share price he mentions is inconsistent with it being yesterday or the day before.
If you listen carefully at the beginning the CEO states that the chips/boards will go to customers shortly which is entirely consistent with past statements. These customers are the signed up early access customers that are proof of concept household names.
He also said that the chip hardening is taking place in the present tense not in the future tense.
I suspect that the comments at the end relate to other customers not the targeted early release customers.
My opinion only DYOR.
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