Weebit Nano Valuation, page-24

Wow. Author purports to do a comparison between 4DS and WBT and then fails to even mention the fundamental physical distinction between the technologies

WBT = filamentary ReRAM
4DS = non-filamentary ReRAM

Several companies (most of the large players) are in the filamentary ReRAM space. Many of the existing players are generating revenues from products that are all in the "low density" embedded memory market. Noteworthy, that WBT's recent announcements (and statements in the videos in the link) show that WBT acknowledges it's focused on embedded memory

4DS is targeting the "high density" storage class memory market - where all the major players are struggling for a solution. Hence, no doubt the early interest in 4DS (and collaboration) by Western Digital

4DS and WBT are not competitors - not matter how much the author tries to portray them as such.

Parroting the line that "WBT did in 2 years what took 4DS 10 years" - when apparent from public record that WBT tech has been around since 2009, further diminishes the author's credibility.

(By the way, I'm a 4DS holder, but hope both companies do well as good for both)