Does someone could explain the real performances of Brillouin technologies ?
A friend from a French major company visited them in the past to evaluate their performances.
He said me 4 years ago, that performances weren't so high as announced.
Personally i have no special idea because was focused a long time on another topics.
Maybe members from the LF staff could say what they know ?
Or here great members ( spies
) as Ahlfors for example ?
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I do not think any of us can answer that question satisfactorily. Most of what I know about Brillouin comes from Brillouin themselves, and they might be exaggerating their own results or fooling themselves. My small investment with them was only made only after I was sure they were not conmen and really believed what they said. Whether or not their claims will be vindicated is quite another matter.
What I would say is that, if you believe them, a lot of progress was made over the past few years (since your friend visited them). They confirmed their results using system identification calorimetry and have now moved on to producing out-of-the-wall mass flow calorimetry with the goal to produce so much excess heat that the results cannot be doubted.
The one thing that I find hopeful is that they are announcing the closing of the Series C round. This means that, once they have raised around 4 million dollars, they are confident that money will be sufficient to produce results that will warrant a much higher valuation in the next round. That is the most concrete element we have at our disposal at that time.