I'm convinced they dumped most of that money into btc investments and are cashing out slowly and refunding people while making filthy amounts of money on the BTC growth over the last months. They will end up sending out a soso product after the first company or two beats them to the punch then will claim they still sent out what they promised performance wise which at this point I wouldn't trust.
The future price of BTC relative to fiat = directly related to how useful and secure BTC can be made to be. Generally, the sooner ASICs can be evenly distributed across BFLs customer base, the safer BTC can be in the short term against attack by a central authority. Butterfly Labs has every reason to want the network to be more secure.