|this is an interesting bit from the same seeking alpha article indicating QS' target architecture would not be state of the art when they achieve it|
Energy Density: They talk about being able to get to an energy density of 400 Wh/kg, which would be great. However, they clearly have not yet, as all their graphs are normalized to 100%, not to an actual capacity. And Amprius is already making cells with 450 Wh/kg, and Tesla claimed on their Battery Day that they could achieve 350 Wh/kg. So, while nice, this energy density they hope to achieve in 2028 will not beat today's state of the art, and will not be state of the art when it is achieved.
I need to study that Jan article in more depth to learn more of the problems with making an ASSB.