This is a poor choice for a unicorn. There are incumbents making dilution refrigerators already, and it's unclear as to how your products are any better. Yes,

This is a poor choice for a unicorn. There are incumbents making dilution refrigerators already, and it's unclear as to how your products are any better. Yes, the lead times are long right now - but why? My assumption is that there is so little demand that these units are built-to-order, and additionally there's probably a bit of customization on each unit for end-customer requirements. I don't think there's a long lead time because they are busy. So, the volume probably isn't there yet for a company to swoop in with mass-produced cheaper dilution refrigerators. And even once there is - the incumbents are probably better positioned to capitalize on that than you are.