Battery Startup Due Diligence: A Case Study on Group14

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  • Опубліковано 10 січ 2025

КОМЕНТАРІ • 11

  • @PokerDisaster
    @PokerDisaster Рік тому +2

    Would love to see a similar analysis for ENVX. Looks like they are moving through the production processes you outline here.

    • @PokerDisaster
      @PokerDisaster Рік тому

      @@batterytalk168 that’s great. Thanks. Actually seems like the design and chemistry of Enovix’s design have been figured out for a while. It’s the production process that is the next big step.

  • @ElbilOla
    @ElbilOla 2 роки тому +1

    Thank you for a great presentation! Would love to see a review of OneD as well.

  • @johncheffers6294
    @johncheffers6294 2 роки тому +1

    Thanks for the great presentation, very informative, is there any chance you guys would be willing to make the "Matching the Market" chart that you used widely available? It's better than any company presentations I have seen on the topic.

  • @juuhonber
    @juuhonber 2 роки тому +2

    I have said this many times before, and will say it again. Make an episode about 24M.

  • @mohammedamin5330
    @mohammedamin5330 2 роки тому +6

    You missed HPQ Silicon, one step process to produce Silicon from raw materials to silicon for battery and solar panels.

    • @user-cl9qe4rg7t
      @user-cl9qe4rg7t 2 роки тому +1

      @@batterytalk168 Hi... if you are thinking of looking into HPQ you will quickly find Pyrogenesis is where the technology is... start there.

  • @edwardr8826
    @edwardr8826 2 роки тому +1

    Just got $100 million from DOE

  • @MrJul12
    @MrJul12 2 роки тому +2

    Very good presentation! I learned alot, you guys cut through all the marketing 'breakthrough cell' marketing technobabble. I am really looking forward to you guys doing a deep dive into QuantumScape's technology. They have done alot of livestreams in which they share their data. Keep up the great work. There is also a company called NanoGraf(ua-cam.com/video/7BUHcdvj9jQ/v-deo.html) and Lyten(ua-cam.com/video/DNd41MYc7I0/v-deo.html) that seem to have promising technologies as well, but I am not a battery scientist, so I dont know how much is hype and how much is the technology real and if it is, is it even scalable or not. Looking forward to you covering these startups as well

    • @MrJul12
      @MrJul12 2 роки тому

      @@batterytalk168 I found some more battery companies that I think you havent covered yet. EnergyX Solid State Battery (ua-cam.com/video/xWpLFUUDTiM/v-deo.html), EnPower Multi-Layer Anode EV Batteries (ua-cam.com/video/bxJqTEEkQV0/v-deo.html), POSi Energy Alloyed Lithium Silicon Anode EV Batteries (ua-cam.com/video/GNx-Vcm9H_0/v-deo.html), Sakkuu Battery (ua-cam.com/video/2OlaSM5fT4k/v-deo.html and ua-cam.com/video/ygwHKNkd6H8/v-deo.html) Sakkuu are 3d printing batteries, not much is known about them, but they way they make their batteries is very novel and new, and they can make their batteries in any weird shape, which is very novel and new and from the initial impressions, is somewhat scalable, Factorial Energy (ua-cam.com/video/R4rEBVo3Ke8/v-deo.html), There are also some interesting Power Capicator companies that are coming on the scene like NAWA technologies (ua-cam.com/video/i_VE3O1Geds/v-deo.html) and Skeleton Technologies that claim they can increase battery densities of their ultra cap to 200 wh/kg, which is mind blowing for an ultracap.

    • @MrJul12
      @MrJul12 2 роки тому

      @@batterytalk168 I had a question relating the Dry Battery Electrode tech which I am hoping you can answer in your next upcoming videos. If DBE tech is as revolutionary as Tesla claims it to be, than why arent ANY OTHER automakers also doing the same thing? its not like the IP for DBE is exclusive to Maxwell technologies, there are other institutes that also claim to have DBE tech available for licensing like Fraunhofer IWS (ua-cam.com/video/W-IWXJ3gcj4/v-deo.html) or LiCap (ua-cam.com/video/Nv9AZPre8EU/v-deo.html), why arent any of the other auto OEM's not just licensing their tech and make a terra factory to get the ball rolling. If you coud Please Please Please shed some light on this mystery in your next video, it would be greatly appreciated, because this questions has been bugging me foreverrrr! i look forward to your next presentation!