if the energy consumption optimizations take a lot of design time then it is a risk.
I bet on fast delivery at least for the first ASIC batch.

First batch ?
Problem being that the second batch HAS to be EXACTLY the same than the first one if you want cheap chips.
If you want to have a second batch with improved ASICS, you have to go through the whole design process again and pay all the money it costs again.
I think he probably means the second production run. Not a chip batch.