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Comment by embedding-shape

5 hours ago

> Where do you see the negativity?

First comment: "Looks expensive, I'm guessing"

Second comment: "Probably vaporware"

6th comment: "They haven't disclosed any release date, Lots of chip startups start as this kind of vaporware" (they did literally just enter fabrication it seems)

10th comment: "So far, they just talk about it."

Maybe it looks differently now, after 14 hours since the submission was made, but initially yesterday, most of the comments were unfounded (and poorly researched) criticism.

If it was submitted 14 hours ago that is start of night in Europe (the target market). So the 9-5 target market was mostly asleep, while USA was getting home from work. China was getting awake. If the article was submitted 5-6 hours earlier or 7-8 hours later, the outcome would've differed.

Since it seems like a French company, I can think of various European customers who would be interested in using their hardware, or even investing in this company. For starters, government, defense industry, IT (including infosec). European defense industry is a goldmine right now, the sky is the limit.

  • >European defense industry is a goldmine right now, the sky is the limit.

    Care to detail? Like I'm sure defense stocks and some arms manufacturing is up, but where I live I don't see the tech jobs market being boosted by defense spending.

    • Is up a lot, yes.

      It all goes slowww. But it is moving forward. You would need a tough screening regardless. Defense is very picky about their contractors. But I can give a hint where the money comes from: 3,5% of BBP has to be for defense, and 1,5% for infra for defense. Many countries were at about 2% before (getting a bit higher due to geopolitical changes early 2022).

      Also, think of funding for European tech companies. Governments are getting rid of Microsoft 365 in favor of Nextcloud. Especially Opencloud (Nextcloud, also European, formerly known as nextcloud-go) and Opendesk. It goes slow, partly because of regulations and each country goes for their own local contractor (an expert who speaks the native language).

      The victim is going to be our health care system, and general social security system. Because we were able to afford this thanks to NATO, and NATO is now a paper tiger.

      We're also not known for our VC culture, but here goes: https://www.cursor.tue.nl/nieuws/2025/november/week-4/surf-z... SURF has financed many FOSS projects in the past.

      Desire to invest in USA has gone down because of Trump, and that money will partly flow to China, partly internal. On the short term, USA has incredible soft power over EU. But on the long term, not so much anymore.

Again, where's the negativity in the examples you posted? Those seem like valid points to me.

  • If a company says on their website "We'll have hardware ready this Q1 2026" and a commentator says "They haven't given any timelines anywhere, so most likely vaporware", then I'd consider that unfounded negativity, mostly because it was so trivial to see if that was true or not, probably took me about 2 minutes.