I wonder if this also applies to the new wave of materials science companies that have a somewhat similar model, i.e. come up with some material that has useful

I wonder if this also applies to the new wave of materials science companies that have a somewhat similar model, i.e. come up with some material that has useful properties. See e.g. CuspAI and Dunia. CuspAI seems to be getting their data from partners, while Dunia is building their own lab.