We know there were 2 companies who committed to purchasing and qualifying prototypes with the hopes of converting those into production.
We also know that the stated shortlist of possible customers was as many as 13. With all that's happened in the last 2 weeks, could it be possible that one or more of the other "candidates" have now requested prototypes for qualifcation? Or, perhaps they were already in discussions for doing so.
Imagine if it was, say 3 or 4?
Just thinking out loud.