Edit please note the comments in the linked post by SemiAnalysis below who have lots of reports that the tool is legit but who are skeptical. They have clearly progressed somewhat since the tracker project!
> Evidence so far is scarce, so we repeat these claims with some healthy skepticism. But we should also note, external contacts and 3rd party reports are all telling us the same story: the litho tool is legit. Note we have worked with Substrate since as far back as 2022, but the technical analysis here was by team members who did not have access to that NDA information.
> Naysayers will point out a million reasons why this is improbable, difficult, etc. - and they are mostly correct.
> We're hopeful for success but skeptical given how many questions there are.
Money laundering. Or more of the usual, in that the rich have so much money that they've never had to invest intelligently. Just scream for endless growth and throw darts at the dart board.
That way when you hit the bullseye, you'll make da hueg profitz while all the employees of the company can't afford to buy houses.
This news article is a week old, meaning this post was clearly upvote-brigaded by reputation management software to try to bury the post about Substrate being a fraud.
It is wild that the founders have very little experience in the space, and that their claims are based on sparse research. That said, the Substack article doesn't seem any more credible. Other than the name DC Fusion LLC, I missed any indications that the founder was working on a fusion startup. The article correctly identifies as an opinion piece but doesn't seem worthy of credible referencing.
I don’t have the expertise to say whether I agree with the conclusions of the post but the experience and track records of the founders are surely relevant? Happy to be shown evidence that these sections of the post are wrong.
https://open.substack.com/pub/foxchapelresearch/p/i-think-su...
Edit please note the comments in the linked post by SemiAnalysis below who have lots of reports that the tool is legit but who are skeptical. They have clearly progressed somewhat since the tracker project!