I don't think Terraform can produce 50% efficient durable electrolyzers that cheaply. So, who's right?

You've seen my blog. I linked to a post that linked to some papers on electrolysis costs.

Casey also has a blog. Here's the background of their initial team:

Casey Handmer PhD. Casey earned his PhD in gravitational wave simulation from Caltech in 2015. He designed maglev systems at Hyperloop and built GPS science instruments and mapping tools at NASA JPL before founding Terraform Industries.

David Smyth worked on software for the Space Shuttle and JPL Mars rovers, before stints at Millennium Space Systems and Honeybee Robotics. He’s also the President of Westlawn Institute of Marine Technology.

Stephanie Coronel PhD. Stephanie completed her PhD studying mechanics of composite fuel tank ignition prevention at Caltech, followed by work on combustion safety at Boeing and Sandia National Laboratory.

Jenna Amundson brings deep experience with marketing and people ops from Hyperloop and Jenlis.

We’re also proud to work with Second Group Design engineers Brian Towle (GE, Hyperloop) and Jett Ferm (Pilot Group, Hyperloop) to fine tune our carbon filter.

So, how would you go about evaluating who's right, here?