Maybe after 15 or 20 videos showing steady progress, I might believe they will ship something able to hash at some point in the future.
$30,000 dollars spent on a mini-rig last summer would have bought 5000 bitcoins. Those 5000 BTC would be worth $455,000 today.
BFL has some catching up to do.
I don't remember where the list is, but some guy bought 4 minirigs on june 23rd, when the price would have been $6.40/BTC. That $120,000 invested in bitcoins instead of butterflies would be worth $1.71 million dollars. Or alternatively, it would have bought 185 4 module avalons good for 15.8TH/s, as opposed to the 6TH/s he might get if BFL ever ships something.