I didn't watch the whole video - didn't seem like a great investment of 30min. I did skim through.
Just FYI, I made several of the pre-orders back in 2015. Two of those knives are yet to be delivered. Two never reached me - they were apparently stolen from my doorstep (alongside some other packages - just bad luck that a lot of stuff arrived on the same day when noone was in and caught someone else's attention), and Survive! only compensated me for half the value as they said they only had partial shipping insurance. But, I was also a Survive! customer before the pre-order fiasco, including one of the original $150 GSO-10s, and was always happy with the product I received.
Maybe I'm too trusting, but I do believe they are doing the best they can and will fulfill all orders and with a quality product (albeit perhaps less outstanding compated to what the rest of the market is offering than back in the mid 2010s). They also do seem to now be doing a lot better on getting older orders out the door, although given the MANY "we're really turning the corner now" announcements they've made over several years, I fully understand anyone who chooses not to believe them.
I saw in the video that Guy did mention the issue of taking and filling new orders while the older orders were still outstanding. That didn't surprise me at all - I thought it pretty obvious that they were doing that becuase they needed to keeping money coming in to cover running costs, having already sunk their capital investment.
What I didn't see addressed was the fact that they claim to be fully transparent, but they haven't been transparent about ditching the much vaunted delta HT - in fact it's still featured prominently on their Instagram page.
Also, their customer service hasn't been good - i.e. refusing to give full refunds after many years delay, only refunding half of my lost knives, etc. I presume that is also primarily because of their financial situation. Which raises the question, if their running margins are that tight and the need for more income so strong, did they royally mess up their financial planning from the start (especially with the extended production time), and does that mean that there is still a risk of going bust and not being able to fill new orders?
Certainly, I understand the ire at their latest request for starter funding after the experience of the last 6 years, and I certainly wouldn't choose to forward them money like that again, even though I still hope they will make a success of it.