If you study the 'Tesla' recycling report you can see that it is written in the future tense.
The video of Redwood Materials' pilot plant (~15:00 at https://tinyurl.com/y4fhhkpm) suggests that the process is working and scaling up is under way. Yes that could be marketing hype but the amount of input material they have on hand is not small. Are they just getting paid to store it? As a co-founder of Tesla, Straubel surely doesn't need the pocket change that might yield.