On IBM discussing polymers:
This is outstanding news. The question is, are they our polymers? Or are we a part of this?
I went back to the ASM presentation from May 2020 - slide 13 discusses the supply chain. IBM is noticeably absent from this slide.
During the 2019 ASM - Lebby mentions (while discussing NDA's) that some NDA's are so strict, that you can't mention the NDA.
Even if IBM has developed their own polymer, could they get around our patents? I don't know.
What we can say, for sure after today, is POLYMERS ARE COMING. IBM just confirmed this.
The question is how much of this we can touch :)