Despite not being a HW expert, I've watched each one of these videos carefully. (Whenever a new one comes out it's like Christmas to me.) Ivan has been pretty consistent on this message each time this topic comes up. They're being careful to protect their work before they disclose it, yes, but they have always said that they're in this to produce hardware. If you've encountered something that contradicts this, I'd like a citation.

Their goal was to produce chips. Then the America Invents Act was signed and they were forced to become much more patent-focused in the short term or forever abandon any hope of patent protection for their works.