Here's a sober analysis based on actual experts with access to more information than what is publicly released: https://newsletter.semianalysis.com/p/how-to-ki

Here's a sober analysis based on actual experts with access to more information than what is publicly released: https://newsletter.semianalysis.com/p/how-to-kill-2-monopolies-with-1-tool https://newsletter.semianalysis.com/p/how-to-kill-2-monopoli... Skeptics welcome to review the following section: > These are extraordinary claims and thus demand extraordinary evidence. Let’s take them one-by-one: And here is their conclusion: > Naysayers will point out a million reasons why this is improbable, difficult, etc. - and they are mostly correct. There is a big difference between lab-scale and industrialized, high-volume tools. Substrate itself realizes this and agrees they are in for a lot of development and scaling pain. Still, they have at least developed some impressive capabilities on the most complex part of the process (litho) in a short amount of time (2-3 years).