Watched the video. Here are the highlights if you are interested:
- They believe they can skip prototypes altogether and begin with engineering (0 series) samples, possibly having them built by October (this sounded like a blue sky forecast, but that's fine). Not sure what this means in regards to testing, that would be a great question for the next update.
- He did kind of gloss over the shared IP (ARA and DP developing a custom part, for example) question. But if that's a problem, it will come up by the time they have an engineering sample at a show.
- He discussed financing!! Seems like the new CM isn't interested in completely being the bank. He said that they (new CM) believes that the extra machines ordered by CT and Nitro (there are 200 of these, per Jaap) that have $1000 deposits on them can help pay for the 130 that have been paid for already. The quote was something like "being creative in how we build and ship the 200". Jaap believes DP has enough money in the bank that the profit from the 200 CT/Nitro machines + money in bank, will be enough to make the whole project (all 330 machines) cash flow. I took this to mean that they may be producing some of the 200 and the 130 at the same time in order to make the money work.
- There are more Lebowskis on the way! Says they will engage a small number of Distros in Europe to sell additional machines at some point in the future. He envisions as many as 600 machines posssibly built through the new CM between Nitro/CT and some new sales efforts in Europe.
All in all, I thought this was their best update ever. He used actual numbers, talked finances, the numbers make some sense to me, and so does the plan so far.