Interesting that they are announcing the product will be in short supply, and blaming the Chinese new year (like it came out of the blue).
I’ll still hold on to my skepticism, that this is a very complex model to scale and that no one in their right mind should be “Giving” away cloud services when it’s a known monthly cost.
I wouldn’t be surprised if the phone does well and then every backer or new buyer is forced to buy it with a monthly subscription on top of their carrier costs - you simply can’t give data away for free in 2016.