Allen Ginsberg's questions to RESEARCH FRONTIERS (REFR) leadership • Q2 2025
Question
Allen Ginsberg questioned the risk of having a single supplier for the architectural retrofit market and for the core SPD film (Gauzy), suggesting a need for multiple suppliers.
Answer
CEO Joseph Harary countered that they have multiple licensees for finished products, which was proven by the seamless transition of the Ferrari business. He stated they would secure another film supplier if they deemed it necessary, implying confidence in Gauzy as the current sole film supplier. He emphasized their business model is built for risk management.