The majority of the project is on track and, in many cases, ahead of schedule. However, one important component, the substrates, is going to take a few weeks longer than we wanted.
A few weeks delay matters *a lot* when your mining income looks like an asymptotic curve:
Since the MPP timer only kicks in when the units are shipped any delay here will propagate to the additional units. As such it is unlikely that even with full MPP protection customers will ever break even.
Also note that Batch 2 (late Nov) and 3 (Dec) will ship very shortly after Batch 1, putting further pressure on the 'profitability' of Batch 1 customers.