Ann: 4DS Australian Open Briefings Presentation, page-278

Ting and Peter made it clear yesterday, the focus is on max speed, max endurance and enough retention (hours) to solve the sram bottleneck for AI type calculations that work with warm data.

That is what the market is screaming for right now, and we are the only ones with a product.

4ds chasing rentention out to years is possible but why bother, when there are several players in the field, maybe WD will pick up a license to develop a product, in the storage class space, but because of CXL choking speed to 60 nano seconds, we throw away our unique advantage.

We are in the F1 business, we are not trying to make cars for to do a million K's, but we do want low super low fuel consumption, and plenty of durability.