@Thewakka
Well if you take Unc Hash's advice on face value...
Then determine Sandia identified it as the most promising emerging memory back in 2014
Then add the fact it is Mott Transition Non filamentary in its design.
And cross reference that with what the IMEC thinktank suggested is also the most promising tech for 3D Bulk Transition (i.e. Scalable en mass)
And understand what 3D monolithic means for on chip computing, removal of the Von's bottlenecks, AI networks etc etc..
Then this value proposition put out by the company in Nov last year sorta makes sense..
And whilst nothing is guaranteed in life, you'd rather back this one in than out at this stage of the Grand Final...
That about right Unc?? You old Hunch Monkey you.... ;-) hehehe
