Proto makes a good point that we haven't seen Polariton mention the 2 big companies..
We've seen some doozy head fakes, and I don't like the combining of the Stages but I will say that the way the 2 big ones were described seems to lean away from plasmonics and would require Polariton playing along while also being quiet...even for me that seems a stretch so maybe the big 'validation' has happened...but the fund raise makes one wonder if there are strings attached and/or just how serious the 2 big ones are.