Reply to post:

It's refreshing to see a little skepticism about such vague claims by storage upstarts. Without an actual apples-to-apples comparison - not their NVMe gear vs. someone else's spinning disks as usually happens - it's impossible to say whether they have anything or not. Maybe they really have come up with some great innovation. If so, I'd wonder why they're not bragging about the patents they've already filed. Absent that, this looks like a pitch for investors/acquirers rather than customers. If they're still standing and still independent a year from now, maybe we can have a discussion about the technology then.