Are silicon anodes a threat to NVX?

I've been reading a lot of recent news on silicon anodes and wasn't aware how far they have already progressed. Enovix and Sila Nanotechnologies are the two major ones catching a lot of attention with their recent funding.

Let's say hypothetically they manage to pull of large scale production, what are the arguments that Novonix will still succeed other than that the market is big enough for both solutions? I'm aware that NVX is completing R&D in silicon themselves, but they will most definitely maintain large ratio of graphite and not completely eliminate it.

I'm a big believer in NVX and just wanted to hear other people's thoughts on why we'd still be a global player in the first tier supply, even if silicon anodes enter mass scale production.