The pilot works. The next test is whether production, customers and capital can move together. Five materials companies have three minutes to make their case and four minutes to answer questions. See which companies are ready to scale, judged on continuous production, qualified customers, committed volumes and funding for the next stage. • What has been proven in continuous production, and what is still untested against incumbent materials? • Which customers have qualified the material, and what volumes are committed? • Who is funding the next stage, and which barrier is most likely to delay scale?