I think they're mostly producing this on a break even/no profit basis for at least the initial roll out? If there is some sharing of risk, but no profit to be

I think they're mostly producing this on a break even/no profit basis for at least the initial roll out? If there is some sharing of risk, but no profit to be had (and ultimately profit is what buffers you against risk) then why would you be involved at all? Let some other company take the risk?