I would almost bet that they are getting everything lined up ahead of the GSF, and then they will ( should) start to release info with some substance so we will have the same info at hand as all the GSF companies they presented too. At least that is what I am hoping for. In that, they would be able to carry on with good news and updates and bring out in the open all the partners, deals etc. as it would be very hard for them to tell all the GSF companies they present to, to please not say anything to anyone. (we don't want it to get out yet)
One would sure think they are going to have to have a lot of meaningful information and examples of working technology at the GSF, or I don't think they are going to be taken seriously enought to warrant to much consideration from high tech companies from around the world, and having said that, I am sure Peter is well aware of this so maybe he is putting all there resources into making this happen, and as a result ms upates and other timelines are being ajusted to compensate.
just my thought.