July batch was very small, builds on samples. August batch is medium.
So my basic understanding is that you are are short the ~$5,000,000(guessing around $0.1/gh) you need for 3 months worth of chips and are using preorders to fund it. And by doing so you are putting investor level risks on customers.
We won't give actual numbers, just say that it's considerably less than AM advertised bogus numbers.
What bogus numbers? Do you doubt AM sold ~8ph worth of chips or that they have 60ph worth of wafers in hand?