And all of us are lucky that Avalon / Canaan is shipping slowly if they were fast it would kill off all of the units above.
That’s a good point! You have to wonder why they are half-assing the sales. Is production just not ready yet? Is this a temporary, loss-leader product? Maybe a limited supply of chips? I guess we’ll find out. Margins have got to be razor thin with 10 chips in there.
I can assure you that none of the projects you listed are getting “killed off”. More like “super motivated” now.