I just watched the videos again and keep picking up what seem like clues to what is going on...most of which have been mentioned here already. They are shipping dots to a solar cell manufacturer...sounds like a contract. Sony and Kindle were mentioned which makes you wonder if they are working with them. Ramping up production from hundreds to thousands of kilos...that is a ton of revenue if sold and why make them unless they are already accounted for? The future's so bright I gotta wear shades!