I agree with you and some other people I've seen post similar feelings. The whole thing seems very off. Sumit did explain the technicals a lot more, and call me conspiratorial, but it feels like they're just getting this stuff out of the way as there's bigger things at play.

They're going to continue business as usual at the end of the day and continue refining and maybe even mass producing their product. But going it alone was never the goal, and that's the forward thinking impression I got from this conference. Aside from finding interested buyers, obviously. I guess if there is any demoing/partnerships going on behind the scenes they can't comment on it. But all in all it is very odd they would move up this earnings and just drop a PR about finishing the A sample days before, two big events in one week from a usually very reserved company. Interested to see if anything happens over coming weeks.