I agree that chips are certainly national security, but not necessarily what 4ds have. Yet to be convinced 4ds have blown away anything at this point that draws significant commercial interest. But it seems an asymmetric enough bet with a lot of factors converging to give a reasonable chance of a good outcome.
If we have truly blown away anything of significance (yes clearly, we beat optane), it should be abundantly clear in the next update. Surely at that point there is no way of down playing or hiding.
I agree that chips are certainly national security, but not...
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