Why would any company contract to buy AOT unless there is objective data proving the company would have ROI justifying the cost of AOT? So far, even the company has had to admit they have not been able to prove the product is commercially viable. No businessperson of sound mind would shell out millions of dollars for a product without proof that it works. Tao's lab tests - even if accepted as accurate, which is debatable given his dubious reputation amongst his peers - do not establish that the operators would be better off in terms of line throughput with AOT versus without (i.e., no baseline comparison exists).
If nothing else, the company could have PAID to install AOT on a commercial line for testing without NDA's in order to finally provide some objective evidence that the AOT is viable as a product (i.e., compare baseline throughput with AOT throughput, etc.). But it hasn't. I wonder why that is? Why avoid the one thing that could put you in a position to actually sell the device? Hmmmm...
Unless they can establish the scale model is equivalent to a live pipeline, what's the point?