I have no idea how their business works internally, but it's very easy for physical goods vendors who extend into supply chain verticals to end up with all thei

I have no idea how their business works internally, but it's very easy for physical goods vendors who extend into supply chain verticals to end up with all their capital tied up in hardware. Not being able to ship due to a missing critical piece (in this you could see a situation where they have everything ready and in storage but waiting on battery supply) is a real problem and can leave your business functionally bankrupt (zero liquid capital) while having lots of assets.