The latest update which happened this past Friday: Welding process being very complicated and groundbreaking, requires ongoing refinement of programming and setups. I estimated 2 weeks ago that this process will easily eat at least 2 weeks, and that was spot on - it was on-going last Friday, and looks like the welding would be able to swing into production in this next 2 weeks.
Also, the laser cutter was fully commissioned and programmed. Videos were posted of the cutter cutting complicated frame tubes such as the seat tube which has complex cutouts for the locking mech.
So ever moving closer. Based on what we see in the updates, I estimated that the earliest production could begin, was September. That estimate still stands.