TAKEOVER CONCERNS, page-14

They're not targeting the DRAM sector, but it's a bit hard to get a comparable for something that is going to be like, really good for AI, but retention is good and it's faster than DRAM - hey, you can tune it for whatever you want! Want some analog with that?

Tbh this is the biggest downside I took away from the investor meeting. It sounds like it can do anything and everything - but they're not clearly explaining what it should be doing, or what it is going to do best. Hopefully this doesn't matter to the big players once they actually test the thing. But it's not a very convincing pitch.