I did not make the video or upload it, I just searched for it.

If you look at the digitalmagus7 history, he posted a whole bunch of Bitcoin 2013 video, perhaps more is to follow.

https://www.youtube.com/user/digitalmagus7/videos

As for the info in the video, I have a hard time transcribing it but

4:12 "We are just going to sell chips" (then at least they don't have to deal with customers, shipping, customs)

4:40 "A slight sabotage issue" (about the units that arrived broken, more at 9:08)

5:10 "And after we double check our new SMT line production bla bla in a few weeks from now, ship them out in pockets"

6:20 "Q: Are you mining with batch #2 or not mining? We are not mining"

So no explanation why they missed batch #2 shipping date, no explanation why some units arrived 'used'. No fixed shipping date for batch #2, except for "in a few weeks"

So... June?