> 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.