They didn't lie, they had unexpected setbacks. There's a difference.
They were told they couldn't do it that fast. They bragged about how expert they were. Then setbacks, and more setbacks, and then more setbacks. Sooner or later you have to conclude they are either grossly incompetent (which means their "expert" status was a lie), or just flat out lying about their dates. Take your pick.
I only see two setbacks, both of which are understandable IMO.
- The first batch of chips didn't work. Delayed from October to late-November.
- Fab shop has delayed on BFL twice, pushing the date to early-December, and now mid-January.