Ann: 4DS Technical Update, page-184

I'm a LTH, been in since April 2017, added random parcels and then filled my boots during the Covid crash. I was expecting the second platform lot to be basically a working prototype from which all performance measures of interest would be extracted, so I was dismayed to find there had been a production problem and that we needed a 3rd platform lot to achieve all we wanted from the second platform lot - so another delay of several months... The upside is that we have scaling and consequent performance metrics well beyond my expectations (though not H8tey's!) and there is much opportunity for further enhancement. It looks to me like the market opportunity has expanded into DRAM territory and with much lower power consumption. For me, that is BIG and far outweighs a 6 month delay hands down. So I'll be sitting tight. And if you think the delays are painful and communication sparse with 4DS, try holding a few biotech stocks! These guys are pretty damn good by comparison.