Sorry about that, I I was so happy to see new data I could not resist!

Don't confuse ASIC FAB Batch from Assembly/shipping Batch. 20,000 is a pretty small order for a fab, but it's huge for in-house assembly.

I'm betting on a daily limit of 100-200 boards (750-1500 ASICs) for at least the first week, and it could be substantially lower. The first shipping batch (1/3rd's) is supposed to be able to go out 1 week after they get the ASIC's, we'll see what volume they hit.

Personally I think Tom made a smart bet outsourcing almost the whole thing, but I understand BFL has had issues with that mode before, so hopefully they will do something cool with their in-house capability.

We might actually see the scenario where BFL "ships first" by putting out daily production, but Tom gets his whole first batch out before BFL is done with theirs.