It's likely Friedcat is reliant on successful IPO's of AMHash1-2 to fund Gen4 tape-out/chip orders, otherwise why not just self mine. I would say Gen4 is sink or swim for Friedcat. He might even sink before the tapeout date due to the complete disrespect for customers of the prisma orders and attempt to push an IPO nobody wants (btw I would consider it if it wasn't on havelock).