Yes, it's important to provide context to what he said.
He said he will not be providing specific retention information unless someone works at NVIDIA or Meta, because they would understand their requirements for speed,. endurance and retention in the system they were trying to create. He further said on the same monolithic chip, we can create separate sections of memory with varying characteristics of speed, endurance and retention.
They he said ask a filamentary ram company to do this and they will tell you to go away, i.e. this is novel.
All of this is very valuable to the company, but the details are rightly beyond shareholders. They have said we have persistent and tuneable memory, ignore the scepticism now on this thread.
This stock is still risky, but the risk is now very different to this time last year.
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