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Technology Stocks : QuantumScape Corporation
QS 23.10-7.3%Oct 22 4:00 PM EDT

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To: Carkey who wrote (15)9/24/2021 4:57:15 PM
From: sense   of 25
 
"Solid-state batteries are set to see rapid increase in demand after 2030, eventually outpacing current lithium-ion batteries"

Maybe... prove you can make one that works better and cheaper than the existing tech (and its improvement over time) before hyping the sales potential ?

I did wander past a QS advert recently... and poked at it briefly...

What I noted was that they were touting their "progress" in making bigger/better packages delivering larger numbers expressed in Amp hours...

But, if you do the math based on the area they provided x the # of layers... really all they were doing was using more of the same material with the same function in a larger package... and calling that improvement?

That's the sort of "improvement" you get if you power your flashlight with four batteries instead or two ?

Would be far more convincing if they published actually meaningful figures of merit rather than irrelevant data when claiming "improvement" in function... ? So, I did go back and look at the language they used... and they were actually careful to NOT claim it as improvement in function... rather than improvement in packaging into a bigger size with "more" in it.. not any "more" coming out of it ?

FWIW... I'm not long QS or any other... and not short QS or any other... rather than having an interest as I used to work on this and related tech in my own lab back in the... late 1990's. So, know the potential... just don't see that there's actually been a lot of progress made recently in advancing toward realizing it... yet.

Worth watching the space to see IF there is progress of that sort made... and then, WHEN there is... maybe useful to sort potential winners and losers...

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