I actually just came on here to write something similar, and did a quick search and found your post.
I submitted on 23rd July (almost 200 days ago) and I also received a message roughly 90 days after my submission saying they needed more time. I don’t mind the wait so much, as long as I do get some sort of response eventually, which they have promised to do this time. I applied for a Dev Grant back in the day, and just never heard back.
Funny thing is, my main deck PDF I sent as a trackable bitly link, so that I would be able to see if/when it was downloaded. It was looked at twice the week I submitted, then twice in November, and then three times in December. So it’s definitely being looked at, just no response yet.
I wouldn’t be surprised if they have an insane backlog. I mean, who isn’t going to apply to a $100 million fund? What have you got to lose? I guess we just have to wait, and live in hope.
Good luck with your project, hope you get your grant!