Sounds interesting. Do they have any estimate of the maximum rate of fusion? I can well imagine cold fusion being a reality that happens, but never produces enough energy to bother with.
And, of course, any limits they estimated at this time would be subject to improvement..
Not having a lot of capability of investing in something rather speculative, I'm going to consider this something more interesting than useful until someone with plausible knowledge says otherwise. (And I still won't be investing, but then I'll follow it with more interest.)
P.S.: SRI has, in the past, put effort into some rather questionable research. They hire a lot of people and some of them aren't above inflating their results. But they also do lots of really excellent work. You just need to remember that some of their researchers aren't exactly indifferent about the success of their research.