He literally said on the August podcast that they wouldn’t do it because it would be a short-term gimmick. As I type, CNBC (who pumps them every hour of the day) is talking about how suspicious it looks.

If we assume that on the podcast he presented a well reasoned opinion based on competitive analysis and public sentiment and whatnot, which is a big if for this guy, then I'd ask what changed? If he's truly desperate now, why wasn't he 2 months ago?

Maybe he just looked at their analytics and saw that everyone is trying to have virtual sex with it?