We are indeed working with Joby, but will not disclose any commercial details.

His statements are not 100% correct factually as we have not delivered production chips or containers to clients yet and we are working with several clients and integrators.

I think Joby was trying to say they are growing very fast and their need for silicon can overwhelm us if it continues to grow as much as it has so far, but I don't think this (Bitcoin) business is large enough to cause capacity issues at TSMC just yet