mookiemeatball My opinion: Pico 4 will be released in North America as soon as the European market is stable. Bytedance already announced that some of the preorders will not be available to ship immediately on Oct. 18, and orders will be filled in the order they were received. That seems to indicate demand is higher than anticipated. Once all the backorders are filled and there is an adequate supply to keep the current European market orders filled, they should be able to get a good estimate of what the North American demand would be and have a good revenue stream to apply toward stockpiling enough headsets for the North America launch. Meanwhile, North Americans can order copies from European sellers if they are so eager to acquire early. If Europe and North America had launched at the same time, either the production shortfall would be far worse than it is, alienating more customers who had preordered, or else they would have had to ramp up production to a much greater degree or delay the launch.
What they are doing makes sense to me. And if they do effective marketing within TikTok they could bring a whole new customer base to VR. So I predict Pico 4 will be released in the US within six months.