Here's what Jason said to you (and had said to me several months ago):
This is a lie: CoreCodec has not licensed to Raystream, and will never license to Raystream.
And from the second email:
They will not be able to legally distribute anything that uses x264 in it unless they open-source the whole software (i.e. GPL it) in order to use the GPL version of x264. This will probably restrict them to server-side activities. This is because we will not sell them a commercial license. Unfortunately, CoreCodec had to sign an NDA to start initial negotiations, so I can't give any details about what led to this decision (beyond the obvious publicly-visible information, which, to be fair, would be enough on its own).
You think Jason has nothing to do with CoreCodec?