Ken stated in an update that first products have been shipped. In his latest update, he has stated that they are still working out the design, so we know there's no product. This is fact, unfortunately. Things are not lining up and the burden of proof is on Ken, not us.
I agree that the burden of proof is on Ken, and not us. I definitely think we need more info from the inside, but I just wanted some users to substantiate their extreme claims. I now know what I need to know...it is all speculation on their part (which is fine).
More speculation: I think that Ken was talking about a different product other than the 28nm chipped machines that shipped, but he needs to let us know what the deal is. Time will tell, I think I'll step back and just watch until more information comes out.