4DS is non-filamentary = no error correction required = suitable for Storage Class Memory
wbt is filamentary = will need speed crippling error correction = suitable for Embedded Memory (lower density) but not SCM
wbt has numerous competitors in the filamentary ReRam space (including Crossbar and Adesto who wbt refers to in its comparison table). Crossbar and Adesto both produce Embedded Memory products
4DS stands alone in the non-filamentary ReRam space, which is presumably why the "multi billion dollar" company Western Digital is collaborating with them and is estimated to have spent >US$15m on this collaboration.
Note also that wbt licences (rather than owns) its IP. WBT will have to pay away a big chunk of its value (25% of any revenue it generates) to Rice Uni.
4DS owns 100% of its IP
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