I honestly don’t think he would know Harvey, majority of these companies hold results very close to their chests so only snippets of data are available. Given size and scope of the market anywhere in the top 10 will see an increase from here.
They all have pros/cons in cost/scalability and density and will target different market segments - wearables, medical, personal devices, storage, aviation, EVs.
The main reason I personally think Anteo solution could gain traction is cost, the unknown for me at this point is scalability. If they can prove Anteo X at scale production via pilot plant, the game changes and may find Anteo making a push closer to the front of the pack.
There will also be new advances from the other players as well but if increased density can be achieved at a lower price point and at scale we are on a potential winner.
GLTA.
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