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MMAT could be licensing technology and patents to Meta/FB. That would be even better than producing the products in a lot of ways, and is a great way for a small company to make lots and lots of money.
So, take this with a grain of salt, because I don’t have any proof of anything, but here’s my theory.
MMAT is the Sherpa to the future that Meta/FB wants. Basically, FB wants to create a new ecosystem of VR/AR technology among other things meta material related. MMAT is uniquely situated to help out there.
But MMAT isn’t going to be the producer of the goods. They will license the technology to FB and help them set up the production line. They basically have an amazing POC right now. It isn’t scaled to the level that FB will need, but it shows how it can be scaled. And FB will pay a ton for this.
As we can see, FB is already making job postings for meta material scientists. This is because FB will certainly want to try to extend the technology that they license.
I am a software developer. In my world, a company will buy our software. We then have a services team that helps set it up, and then we have consulting services that help customize the product. But we work closely with client devs who maintain the product, customize it, and fix bugs.
So, basically, MMAT has the product and equipment that needs to be set up. Meta/FB will hire their own resources to maintain, customize and extend.
MMAT gets paid many tendies for this and it also validates their business model and all their patents etc.
This allows for MMAT to license their tech to many companies and not limit themselves. They can keep doing what they do best, which is discover and invent. It allows FB to jump into this industry with no delay.
So, yeah, if I’m right, this is gonna get spicy AF.

$Meta Platforms, Inc.(FB)$