I’m not concerned about the burn rate.  This group clearly has a plan.  If you want to dispute that, fine.  The pivot in January proves they are properly tuned in to the industry.  They wouldn’t be this far down the road without understanding the future financial situation.

I also suspect they achieved this order milestone weeks ago, and likely had already been down the road a bit with the interposer prior to that actual release in January.  I’m hoping therefore that the fullfillment of actual orders will also be achieved sooner than we thought.