They've shown excellent pre-production models, and have $300m in ‘confirmed commitments’. I'm not going to bet they'll be on time, but it seems wrong to dismiss them as just talk.
From what I've seen, they have 2 demo displays that are locked in cabinets under controlled lighting conditions. They might have a viable product but they're still in the R&D stage from what I can tell.
Sure, if everything prior to actively mass manufacturing counts as R&D, but they've proven they can manufacture, that the product works and outperforms the competitors, and they have customers. I was objecting to ‘early stages startup’ and ‘No sign of product demos’, not to the idea that there are still challenges to overcome.
