Comment by apparent
5 days ago
Sorry to see the timing slip once again, now from March to April. I get that hardware manufacturing involves uncertainty and risk, but they've been off launching new products instead of getting these out the door.
The delay from December to April is pretty sizable, and it makes me take all of their current estimates with a huge grain of salt. After all, they might decide to launch a necklace between now and then!
I don't know and can't speak for the team, but I suspect the "launching new products" is not a significant factor in the delays. It sounds to me like the delays are as a result of hardware manufacturing things (which maybe could/should have been planned for, but optimistically weren't), and that basically the alternative for the hardware folks would be a series of "sit on your hands for a couple weeks, then respond to the thing that came up" events, with the resulting delay for the PT2 being roughly equivalent whether they spend the intervening time designing new products or just waiting.
I considered that possibility, and if they were just adding in the PTR launch I could understand. But expanding into a totally different product line seems like it would take up a lot of time, and is surely slowing things down.
Given that the Chinese holiday is falling right in the middle of production and delaying things by over a month, it seems like they could have focused more on the PT2 and gotten it out the door sooner.
My guess is that once they realized they couldn't finish the run before the holiday, they gave up on trying to even start mass production before then. But like you, I'm just speculating from the outside.