65K is the number that I have seen floating on reddit (but no source).
So you say Pimax would like to ship LHs alone, without waiting for controllers.
This would then imply it’s valve who doesn’t want to allow that because they want LHs only sold bundled, and that’s why Pimax was then forced to add this unplanned simplified controller they can produce earlier (and then get LHs for KS pledges earlier too, compared to the wait if we had to wait the sense version is ready).
But the LHs we are waiting for from our pledges ARE already sold bundled (with our HMDs, bundle doesn’t necessary means controllers, or Pimax couldn’t supply LHs at all to backers who doesn’t have controllers in their pledge).
So this explanation doesn’t stands well. I’m more inclined to think Kevin has made the March annoucement with the idea (bet) in mind he will manage to convince people there was no practical use to get the LHs alone. But then a lot of people did not agree…