Indeed - a telling point is that Rob Beat doesn't want to talk about what the cell structure is yet (whether its 4T or 5T is not the best way to talk about it, he says). Patents have been applied for in the UK but are in process for the rest of the world, hence the reluctance. But removing the sense amps give you more room for optimization. An interesting story to watch.
anyone from the company would be interested in giving a talk on this topic at CMOS emerging technology sympsoium in Grenoble? preliminary program at www.cmosetr.com, if interested pls contact firstname.lastname@example.org