You're observations and inferences have been 100% accurate particularly when juxtaposed against the speculations of the phantasmagoric true longs. Keep up the good work. You're perspective has been critical for a well balanced board. Many here owe you a debt of debt of gratitude, at a minimum.
Im not really understanding why Mark L has anything to do with this PR? Or at this point ... with anything LWLG in general - since he hasn't even created or released any public analysis of the company (outside of a few comments here & there where its clear he still has yet to really dig into things).
This post of yours - has you sounding like a D*** Rider. One of his minions, if you will. Is Mark L's opinion - your benchmark for LWLG?
I had written that he said they 'are now demonstrating'. Here's what he actually said:
polymers are demonstrating that they now meet the reliability requirements for deployment in real-world applications-including AI factory scale-out and hyperscalers front-end networking
. Even though this sounds pretty good my point stands - you HAVE to read them carefully and with a skeptical eye. It's a bit odd in that he doesn't say "have demonstrated" instead of "are demonstrating" as though they are in an ongoing process of demonstrating that they meet reliability requirements.