Something like $6mil in capital left after fulfilling customers orders... $2/gh... something like that. $2/gh is fairly conservative for a manufacturer.
$2/GH is very high by my estimate for pure asics. But dont forget these are not pure asics, they are structured asics. They are build on prefabricated wafers which carry a significant price premium, they are considerably less size efficient (and usually, less power efficient). Especially in smaller volumes, these chips may cost 10x more per GH than HF/KnC/CT/.. Now 10x their marginal asic production cost probably still means a profitable chip today, but Im not sure how long that will last.
eASIC does have a path towards pure asics, but expect the NRE for that to be similar as any from scratch asic development (if nothing else, a full mask set price is the same either way), and lead time will also be several months.