Going to push back on the framing. Being second is a completely fine place to be, and it is a much better place than most people think.
They have now proved somebody will pay for it, which is the expensive question and they answered it for free. You know what they shipped without. You know the one thing they thought of that you did not. That is a better starting position than you had in February.
The problem is not that they beat you. The problem is the eight weeks, and that problem is still there whether or not they exist.