It's interesting that they do direct electricity capture instead of the usual heat -> steam -> turbine approach. They also seem to be loaded with patents around this. I totally see why this investment might make sense and hope it works out.
Direct conversion geometry was worked out a long time ago. The patents aren't very useful because the plasma temperatures that make aneutronic fusion attainable are far out of reach. If you can't demonstrate D+T then you have no hope for D+D or p+B11.
