We recently had a fire in our fulfillment warehouse in Hong Kong. Here is some video
We have a recovery plan in place and are executing to that plan (you can see that attached). We are pulling in contingency material from our supply chain but there will still be some level of disruption. For more see the plan.
We are really sorry for customers who have unfulfilled robot orders. We expect to normalize the supply chain in March - until then we are mostly stocked out.