I hope so too. Market is big enough for all of them and the some. When FYI dropped their DFS, I posted to that thread that a key issue would be the paradox of a the small mcap. Even with 200% dilution, it offers outsized gains at its point in the lifecycle (as my model, posted at the time shows) but is it also too small you never realise the gains as most the market can't see how it gets funded, thus putting it in the too hard basket. It seems we're on the same page that some parameters around funding/off-take needed to break that paradox either positively or negatively.
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