Very good podcast Jaap, there was a lot of topics to cover and he was very professional in his presentation of the facts. I learned;
1) The plan was always for ARA to self-fund production, which is why DP didn't have to cover most of the inventory buildup or manufacturing until games shipped. This also explains why ARA pushed so hard for Nivoge to takeover 51% ownership. I am mostly inclined to believe DP's account of things and statements they have been making over the past six months. It make some sense now. Going after ARA will only be a financial maneuver by DP and won't get the games built faster. ARA is written off being any part of the solution. Hostage games should be considered as lost forever.
2) However, once an estimated cost for production is received, financing options will be explored. I think this step was glossed over and not given enough attention. Jaap mentioned that the new contract manufacturer will give them a response on a self-funding model too, but alluded to it being more likely that crowd sourcing, go-fund-me, bank loan or other private funding methods will be sought. He is talking about developing a strong business plan & manufacturing plan to attract funding. To me this indicates it will many more years before the game is really out in numbers. For that reason, I think step #1 of the business plan ought to be refund EA's and current buyers 100%. Get them out of the preorder model and go forward with a fresh slate.
3) Already released software is considered complete except for wizard mode, players shouldn't expect much change. This was most disappointing part to me, because a lot of great ideas for code refinement have been mentioned and everyone reviewing this game says it needs more polish. I believe this position will change once games were going out, but it will require a shift in current thinking. A code jockey will would need to be brought on board, better yet, DP should release their code as open source and allow p-roc'ers a chance to - Make TBL Great Again.