I’m just refuting your statement about the business model. It is a business model that allows them to grow beyond any single companies end product, so actually allows them to scale, while keeping overheads very low.
Regarding commercial deal. Last I heard was a week or two ago, and it was in the next few months. From all I hear it seems to be progressing well. Mid year was a target, whether it happens in July vs. August or September will be irrelevant in a few years time.
Charts, page-2495
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