Yeah, first lucky ones will receive it. Also, this could be a non-standard Ponzi. For example, they start the company with zero money, they wait for more people

Yeah, first lucky ones will receive it. Also, this could be a non-standard Ponzi. For example, they start the company with zero money, they wait for more people to order so that they can buy new equipment, i.e. it's not an honest delay, but engineered delay to use interest-free funding.