It is illogical to conclude from that that they saw a possibility of a viable p-B11 fusion power reactor
And p-B11 was tacked on only at the very end of the latest contractese.
Nevertheless, while there yet appears no (concrete, precise) evidence that the Polywell ought to work (meaning allow an economical power solution), there must be something that contradicts Rider's conclusions that the Polywell is ladden with show-stoppers. This is the same argument as a little over a year ago, yet here we are, with no more data to go onto, and only that general inference to be made..
Either the review teams (repeated and increasing funding) and EMC2 ("no show stoppers so far") are wrong, or Rider (major show stoppers; paraphrase) was. If the former, it's clearly for classical reasons as pointed out in precision by Rider. If the latter, then
something's amiss. Some unexpected physics is happening in that vacuum chamber.
So the first useful question from this point, in my very humble opinion, is what physics that must be. Not how it fails.. Or at least, how the expected non-functional physics could "fool" EMC2 and the collective reviewers into thinking that it's all promising so far. How do you reconcile the apparent contradiction. That's the best "data" we have so far, that I've seen.