Matthew Van Ecker: I think the activity is really important because it gives you a good understanding, okay, like what is the potential of this system? Like how does that value look compared to where it's trading now? And then you position size accordingly. Patrick van Ecker: We're clearly in the phase of the market of the gut check where a lot of the things you believed in have turned out to be hollow. There are tens of thousands of the smartest people working on the space and they're trying to apply technology," he said. "There's going to be a lot of rocky roads still but I'm extremely positive about the future"

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