I listened to Wilberts comments again and he says "replace Dram" several times. He also said we need endurance around 10^16 or 10^17 cycles to replace Dram. That was my understanding of his comments. If this is the case it would explain DM's hesitation to claim ultimate success until we know the final endurance numbers, which is the right way to be discussing our tech publicly until he has the data. Based on Wilbert's comments it could be deduced that the outcome of achieving endurance cycling at his stated levels would mean Dram could be replaced entirely. I guess in a similar manner to electrification of the transport systems. Have another listen and let me know if you agree with this understanding.
4DS Price at posting:
12.0¢ Sentiment: Hold Disclosure: Held
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