Do you have any idea what the lead time on a project like this would be? Given the timing for a bad 2019 leading into the pandemic and widespread predictions of severe economic shrinkage, I’m wondering whether what we’re seeing is that they had a design in-flight but someone panicked that they were going to be far short of their minimum commitments a second time. In that case, both Magic Leap and AMD would’ve been pretty motivated to have someone commit to things like fab capacity and Valve’s earlier work at least makes the possibility of shipping in a couple years seem potentially possible.
