I called this last week. I 100% called this. Tommy showed bags and bags full of parts and it immediately made me wonder why he has a warehouse full of parts if there’s a component shortage. The quick and dirty answer is that they can’t pay for manufacturing in China and shipping from China on seafreight so they are ordering boxes of parts and hand assembling. They’ll crank out the 2,600 founder’s editions and the VIP editions by hand. These aren’t just "devkits.“ That’s where your delay is coming from. Slow ass hand assembly. 

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