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I'm ambivalent about whether their design can work but if they were confident in their design and have the necessary funding, a paper and a nobel prize are going to be very far down their priority list.

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A Nobel prize is about the best marketing you could ask for. You can raise money in an environment where everyone (quite reasonably) doubts you have goods, or you can raise money in an environment where you’ve earned a Nobel prize for actually inventing the thing you claim you have. If you actually have the thing (at the point where you’re ready to deliver power at scale by 2028) this should not be a huge lift.

Without knowing any specifics, I wonder if this is a thing where the small-scale almost works, and they assume the larger scale will iron out inefficiencies.

Is anyone better versed in this? It seems strangely opaque for such a large-scale project.

> It seems strangely opaque for such a large-scale project.

They are taking very large calculated risks, attempting their first success, apparently with reason to believe it may work, in a market with enormous financial potential.

This a good period to shut-up and execute, and neither set themselves up to be a public debacle, or set up competition to arrive closer on their heals.

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