I can imagine the leverage is 20 years of refining their technology. Sure, other companies could have invested in developing the technology in the last 5 years,

I can imagine the leverage is 20 years of refining their technology. Sure, other companies could have invested in developing the technology in the last 5 years, and start selling or using it in 2019, but I assume it takes a lot of refinement to have this work nicely.