SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?


To: 31Floors who wrote (310987)8/20/2025 9:15:26 AM
From: WalterWhite  Respond to of 312672
 
HG She is an effective speaker. Very pricey pre-revenue tech company imo. No wonder why shorts loaded. The total graphene market in N.A. (according to my AI search - so there is that) is only $600M or so by 2030.

I also take issue with most pre-revenue tech firms touting "patents" given how watered down IP law has been since the landmark Alice case in the US. It is easier to protect IP in China now... not that a start-up could ever afford to defend a patent. Also, their business plan is to sell graphene, not the means to make it. So unless you let thieves "steal" machines unsure how theft would happen. Employees would (should) have ironclad nondisclosure agreements.