you put your case quite well & politely such that I think you genuinely believe "there will be no cell"
and yet we have seen other posts that opine the cell is already in panels ready to roll out to some trial customers
these are the 2 extreme views and I expect the truth lies somewhere in the middle and is most like exactly as JN has told it "we are in discussions with potential manufacturers" (& that was said not all that long ago)
If you have a look at competing companies - I mean solar tech startups - you will find they are taking an awful long time to get their tech into production; I think this is best gauge for how long we might take.
As yet there is no solid reason to believe there is a "big problem" but we can't dismiss the risk our solar cell may not be produced - I will be OK as long as JN is giving it his best (and a genuine) shot - that's all I ask.