The second one seems most likely as there are indications that the boxes are only just arriving. Also there is an old meme about sending away for items delivered from Acme, like the coyote in Road Runner cartoons.
Perhaps a little lesd nice for those of us already using linux, but definitely better for the majority of people for getting less scammed by big corps. But one plus for us would be better support for apps and games that are still mostly or exclusively on other OSes.
I’m wanting to do that, and steam has made it possible, but I have just a couple of games holding me back still. Not the games’ fault, it’s just that I’d have to buy them again on steam and I’m po’.