Completely agree - but for such a well funded company, surely they could have continued to try and sell unicorn tears on the front end, but spent some real time

Completely agree - but for such a well funded company, surely they could have continued to try and sell unicorn tears on the front end, but spent some real time and effort to nail something on the backend. This "pivot" seems like a play they should have been running in parallel regardless, considering they've had actual hardware on the go for a few years so far.