In these choppy financial waters it’s worth noting that QuantumScape’s CEO has publicly stated they have sufficient capital to fund them to production.
C
Just mute mmm, makes a big difference
B
Wondering if anyone knows whether QS battery could be used for home backup electricity storage?
G
I ask again, does anyone really believe that DARPA and these prestigious Academic and Research organizations below would select QuantumScape as an industrial scale up partner, if they did not have solid science behind their solid state platform? The science is real my friends and QuantumScape has assembled a great production leadership to give them the best chance of scaling to production.
"Carnegie Mellon University, teamed with MIT, Harvard University, Argonne National Laboratory, 24M Technologies, and QuantumScape, will develop an end-to-end model for solid-state batteries using differentiable physics to discover new soft solid materials and demonstrate its application in Li-SSBs" https://www.darpa.mil/news-events/2022-05-13
My opinion and why I invested in QuantumScape
G
DARPA to Increase Persistence of Critical Hardware that Powers, Protects DoD Systems Teams will develop new electrochemical interface materials for batteries, corrosion-resistant coatingshttps://www.darpa.mil/news-events/2022-05-13
I ask does anyone believe that DARPA and these prestigious Academic and Research organizations below would select QuantumScape as an industrial scale up partner, if they did not have solid science behind their solid state platform?
"Carnegie Mellon University, teamed with MIT, Harvard University, Argonne National Laboratory, 24M Technologies, and QuantumScape, will develop an end-to-end model for solid-state batteries using differentiable physics to discover new soft solid materials and demonstrate its application in Li-SSBs"
R
This will be one of those stocks where everyone wished they got in now. Good luck to all
A
QuantumScape even impressed Tesla cofounder and former CTO JB Straubel who joined the board. Straubel, who has tested basically every battery cell technology while at Tesla, commented: QuantumScape’s solid-state anode-less design represents the most elegant architecture I’ve seen for a lithium-based battery system, and the company has an opportunity to redefine the battery landscape
I
JB Straubel seems to be showing his vote of confidence in QS with his 30837 shares purchase today.
"Carnegie Mellon University, teamed with MIT, Harvard University, Argonne National Laboratory, 24M Technologies, and QuantumScape, will develop an end-to-end model for solid-state batteries using differentiable physics to discover new soft solid materials and demonstrate its application in Li-SSBs"
My opinion and why I invested in QuantumScape
H
U do what is best for your money .. I watched tsla in the early day , trading between $15-22.. and I ignored .. I will give QS two years to see how it pans out ..
G
DARPA has selected six teams of industry and university researchers for the Morphogenic Interfaces (MINT) program. MINT aims to enhance the performance and persistence of batteries, anti-corrosion coatings, and other electrochemical systems that power and protect critical Department of Defense hardware and platforms: https://www.cmu.edu/energy/rectify/
This is pretty big news in my opinion. as QuantUmscape and 24M are industrial scale-up partners for this project that is lead by Venkat Viswanathan who is a scientific adviser to QuantumScape. Both QS and 24M company logos are on the site.
W
Whomever is shorting this will go the way of Melvin Capital
Deep Partnership with Volkswagen Group VW and QS have partnered since 2012 ◼ Representation on the QS board of directors ◼ Formed 50/50 JV to accelerate commercialization of QS’ solid-state batteries, with capacity ramping to 21 GWh/yr ◼ Close collaboration with VW Battery Center of Excellence ◼ VW has tested multiple generations of QS cells and has publicly validated performance at automotive power levels ◼ Non-Exclusive: VW has first priority to cells, but allows QS to explore commercial opportunities with other partners
Customer Relationship Summary
Contracted with 4 automotive OEMs* for cells out of QS-0
Volkswagen Group
2nd Top-10 OEM*
3rd Top-10 OEM* – contemplates a 50 GWh JV facility
Established global luxury OEM*
Signed agreement with Fluence, a leader in stationary energy storage systems, for cells out of QS
G
QuantumScape added a new investor Presentation to their website.
The below customer relationship summary is from page 23 of the
Customer Relationship Summary
Contracted with 4 automotive OEMs* for cells out of QS-0 Volkswagen Group
2nd Top-10 OEM*
3rd Top-10 OEM* – contemplates a 50 GWh JV facility
Established global luxury OEM*
Signed agreement with Fluence, a leader in stationary energy storage systems, for cells out of QS-0
I
QS - Expect revenue in 2023? 1) JS on 1/28/22 (Yahoo Finance): Commercial cells will have a few dozen layers (previously: several dozen layers). 2) Electrek/German Manager Magazin on 3/28/22: News about Porche 911 & QS deal. 3) CFO on 4/26/22 (Q1 Call): C-cell = commercial cell. Currently targetting C-cells from QS-0. 4) JS on 4/26/22 (Q1 Call): Get C-cells from QS-0. 5) Q1 Letter: 2022 represents an inflection point in this process, and we believe we have shown that our long-term execution strategy is beginning to yield results. 6) JS on 4/27/22 (Bloomberg Summit): Current 16-layer cell capacity is more than 1Ah and is close to Tesla's original 18650 cell capacity of 2-4Ah. 7) JS on 5/2/22 (Twitter): A-sample to have 2-4 dozen layers.
My take: Revenue from QS-0 in 2023 - earlier than QS-1 / 2024-25. All signs point to early commercialization and revenue than currently being forecast by the markets.
J
Battery Generation Your podcast on Emobility and latest Battery Research.
Podcast:
02 Prof. Dr. Maximilian Fichtner - Batteries for Electric Vehicles - 09. March 2022 - 31m 41s
QS at timecode 00:22:06.
Battery Generation is produced by Helmholtz Institute Ulm (HIU) and CELEST (Center for Electrochemical Energy Storage Ulm & Karlsruhe).
QS the future is solid!
l
QS vs SLDP: Volkswagen has invested $300 million in QuantumScape, a solid-state battery company also backed by Microsoft co-founder Bill Gates, aiming to bring the batteries to production by the middle of this decade (2025). Ford and BMW led a $130 million investment round in a Colorado solid-state battery start-up called Solid Power, hoping to debut the technology around 2027.
G
https://www.wardsauto.com/industry-news/solid-state-batteries-slow-reach-auto-sector-consultant Solid-State Batteries Slow to Reach Auto Sector: Consultant "While Sanders says “no companies have a significant leadership position,” he identifies six companies that Avicenne considers to be further along the solid-state development curve than others: 24M Technologies, Ionic Materials, QuantumScape, Solid Power (pictured, below), SolidEnergy Systems and Toyota"
Investors will decide for themselves but of the six companies that Sanders identified in the solid state space my opinion is Quantumscape may surprise to the upside and to deliver a production solid state battery platform. Note 24M is a private company.
In these choppy financial waters it’s worth noting that QuantumScape’s CEO has publicly stated they have sufficient capital to fund them to production.
"Carnegie Mellon University, teamed with MIT, Harvard University, Argonne National Laboratory, 24M Technologies, and QuantumScape, will develop an end-to-end model for solid-state batteries using differentiable physics to discover new soft solid materials and demonstrate its application in Li-SSBs" https://www.darpa.mil/news-events/2022-05-13
My opinion and why I invested in QuantumScape
Teams will develop new electrochemical interface materials for batteries, corrosion-resistant coatingshttps://www.darpa.mil/news-events/2022-05-13
I ask does anyone believe that DARPA and these prestigious Academic and Research organizations below would select QuantumScape as an industrial scale up partner, if they did not have solid science behind their solid state platform?
"Carnegie Mellon University, teamed with MIT, Harvard University, Argonne National Laboratory, 24M Technologies, and QuantumScape, will develop an end-to-end model for solid-state batteries using differentiable physics to discover new soft solid materials and demonstrate its application in Li-SSBs"
Good luck to all
Straubel, who has tested basically every battery cell technology while at Tesla, commented:
QuantumScape’s solid-state anode-less design represents the most elegant architecture I’ve seen for a lithium-based battery system, and the company has an opportunity to redefine the battery landscape
QuantumScape is positioning itself to try and win the race by expanding its workforce of highly engineers, Scientists https://www.quantumscape.com/careers/. The DARPA announcement is also important https://satellitenewsnetwork.com/darpa-to-increase-persistence-of-critical-hardware-that-powers-protects-dod-systems/
"Carnegie Mellon University, teamed with MIT, Harvard University, Argonne National Laboratory, 24M Technologies, and QuantumScape, will develop an end-to-end model for solid-state batteries using differentiable physics to discover new soft solid materials and demonstrate its application in Li-SSBs"
My opinion and why I invested in QuantumScape
I watched tsla in the early day , trading between $15-22.. and I ignored ..
I will give QS two years to see how it pans out ..
This is pretty big news in my opinion. as QuantUmscape and 24M are industrial scale-up partners for this project that is lead by Venkat Viswanathan who is a scientific adviser to QuantumScape. Both QS and 24M company logos are on the site.
As a leader in the solid state battery space QuantumScape has the potential to deliver.
My opinion and why I invested in QuantumScape
https://s29.q4cdn.com/884415011/files/doc_presentation/2022/QuantumScape-IR-Presentation-May-'22.pdf
Deep Partnership with Volkswagen Group
VW and QS have partnered since 2012
◼ Representation on the QS board of directors
◼ Formed 50/50 JV to accelerate commercialization of QS’
solid-state batteries, with capacity ramping to 21 GWh/yr
◼ Close collaboration with VW Battery Center of Excellence
◼ VW has tested multiple generations of QS cells and has
publicly validated performance at automotive power levels
◼ Non-Exclusive: VW has first priority to cells, but allows QS to
explore commercial opportunities with other partners
Customer Relationship Summary
Contracted with 4 automotive OEMs* for cells out of
QS-0
Volkswagen Group
2nd Top-10 OEM*
3rd Top-10 OEM* – contemplates a 50 GWh
JV facility
Established global luxury OEM*
Signed agreement with Fluence, a leader in stationary
energy storage systems, for cells out of QS
The below customer relationship summary is from page 23 of the
Customer Relationship Summary
Contracted with 4 automotive OEMs* for cells out of QS-0
Volkswagen Group
2nd Top-10 OEM*
3rd Top-10 OEM* – contemplates a 50 GWh JV facility
Established global luxury OEM*
Signed agreement with Fluence, a leader in stationary energy storage systems, for cells out of QS-0
1) JS on 1/28/22 (Yahoo Finance): Commercial cells will have a few dozen layers (previously: several dozen layers).
2) Electrek/German Manager Magazin on 3/28/22: News about Porche 911 & QS deal.
3) CFO on 4/26/22 (Q1 Call): C-cell = commercial cell. Currently targetting C-cells from QS-0.
4) JS on 4/26/22 (Q1 Call): Get C-cells from QS-0.
5) Q1 Letter: 2022 represents an inflection point in this process, and we believe we have shown that our long-term execution strategy is beginning to yield results.
6) JS on 4/27/22 (Bloomberg Summit): Current 16-layer cell capacity is more than 1Ah and is close to Tesla's original 18650 cell capacity of 2-4Ah.
7) JS on 5/2/22 (Twitter): A-sample to have 2-4 dozen layers.
My take: Revenue from QS-0 in 2023 - earlier than QS-1 / 2024-25.
All signs point to early commercialization and revenue than currently being forecast by the markets.
Your podcast on Emobility and latest Battery Research.
Podcast:
02 Prof. Dr. Maximilian Fichtner - Batteries for Electric Vehicles - 09. March 2022 - 31m 41s
QS at timecode 00:22:06.
Battery Generation is produced by Helmholtz Institute Ulm (HIU) and CELEST (Center for Electrochemical Energy Storage Ulm & Karlsruhe).
QS the future is solid!
Volkswagen has invested $300 million in QuantumScape, a solid-state battery company also backed by Microsoft co-founder Bill Gates, aiming to bring the batteries to production by the middle of this decade (2025).
Ford and BMW led a $130 million investment round in a Colorado solid-state battery start-up called Solid Power, hoping to debut the technology around 2027.
"While Sanders says “no companies have a significant leadership position,” he identifies six companies that Avicenne considers to be further along the solid-state development curve than others: 24M Technologies, Ionic Materials, QuantumScape, Solid Power (pictured, below), SolidEnergy Systems and Toyota"
Investors will decide for themselves but of the six companies that Sanders identified in the solid state space my opinion is Quantumscape may surprise to the upside and to deliver a production solid state battery platform. Note 24M is a private company.
My opinion and why I invested in QuantumScape.