I thought the same, but after re-listening to Wilbert describe our tech and goals, it's clear the target metrics were very well defined and the target applications were also very specific.
couldn't help noticing him saying multiple times that we are planning to replace Dram.
Retention was never mentioned.
Looks like they're hoping for as fast as possible with as much endurance as possible. Basically the goal hasn't changed since commencing work with imec.
AN ESTIMATE ON COMPANY'S FINAL PAYOUT FIGURE, page-280
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