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The Convergence of Research Directions
As over time do these different companies do their research directions converge or they're diverge? Are they doing similar and similar things over time? Or are they going up branching off into different areas. So I'd say in the near term it looks like there is convergence in the like, where there is a lot of convergence on the near term work. But then once the longer term work starts to grow, I think there will be convergence again. When one of them finds the most promising area, they everybody just go for it.