MICROSOFT'S PROJECT SILICA

Summary from the TLDR newsletter

Microsoft's Project Silica produced excellent research and was a praiseworthy attempt to craft a technical solution to the extremely difficult economics of the market for archival media. However, the excellent technology will likely fail in the market. LTO tape is well established, has a credible roadmap, and is built into the processes of the likely customers. It is difficult to justify spending more capex to reduce future opex with non-zero interest rates.