This is not meant as a criticism of the technical work. First-of-a-kind engineering is hard, and progress can look like one step forward, two steps back.
The x-axis is the date of a public statement. The y-axis is how many years away the stated breakeven target was at the time of the claim. Diagonal guide lines represent fixed target years, so a company whose promise is unchanged should move down along the same diagonal as time passes. Points above or to the right of that diagonal imply the target date has slipped.
A few caveats:
* I mixed different definitions of “breakeven” only where the company’s public language made that unavoidable, so I marked the type with point shapes. * I’m sure the dataset is incomplete. I’d welcome corrections, missing companies, better sources, or pushback on whether this framing is useful.