Комментарии:
This is incredible stuff!!!
Vincent, your explanation of the technology, scaling capability, and business factors was so entertaining!
Great video Jordan always amazes me how much new technology is being developed in battery tech
ОтветитьThe "Bobcat Project" at Giga Austin may have this.
ОтветитьCan you say, Bobcat? Giga Texas.
ОтветитьAre they publicly traded? any stock?
ОтветитьThe changes Tesla is going to introduce in just the next 4 years alone will blow everybody's mind, I don't care how knowledgeable one might be. I can't comprehend massive impact all of these vectors finally aligning and the rest of the planet wakes up.
It's going to be like an S Plaid launch by 2025
Spreadsheets are one thing, watching it all unfold, with comfortable position in the company, priceless.
very nice presentation. very promissor to increase EV range and Charge speed. Congratulations
ОтветитьTesla should buy this company and put in there cells
ОтветитьAn absolutely fabulous video. Just missing the where to invest button... If I remember correctly there are issues with silicon expansion and contraction when cycling a battery. Does the Silicon nanowire solution address this?
ОтветитьIf they are looking for an angel investor. Call me i have 10 bucks in my piggy bank to lend.
ОтветитьThe guy and the product sound too much like marketing.
Had to watch at 2× speed to get past his storytelling.
See it to believe it...?
ОтветитьBest info about anodes!
ОтветитьCan this work with Tesla’s dry electrode process?
ОтветитьOptions always seem good. Too many options can prevent scale up, right?
recycle impacts ?
Wow! Yet another mandatory video for the serious analyst/investor to follow. @The Limiting Factor Please describe the extent that charge/discharge gains were due to thermal management via octovalve & heat exchangers.
Also, per that shop in Phoenix AZ (GruberMotorscom) that recovers Tesla battery packs by isolating, then "clipping off" parasitic cells, could some of this tech be leveraged to have damaged/low-performing cells remove themselves from pack circuitry, thus extending pack life by orders of magnitude?
TIA
Just wow Jordan. What a great interview. Loved the way Vincent explained their tech as well as your questions. The ratio of quality content + insights to subscribers is probably in the top 1% across YT imo.
ОтветитьProof of concept? Yes. Ability to scale? Unsure. From how I took it, it sounded like countless manufacturing plants would be needed all over the world. And if each OEM and each battery maker was vying for their own unique blend to distinguish themselves, seems like scaling might be an issue. But…if someone, say a Toyota or a VW, took ownership of the tech, then you’re basically talking another Goliath player inroad.??? The question becomes then, how is this company (ones like it) not then under HUGE pressure to be bought out 100%?
ОтветитьWish I could invest too! 👍🏼
ОтветитьAs usual an awful lot of the content is over my head. But it was really interesting and I’m sorry it’s not going to be available to the public. I sold a very nice house, moved across the street into a MUCH smaller one and want to add to my portfolio. OneD (sinanode) sounded like a good place to put a few dollars.
Thank you for the videos.
Great interview!
Is it possible to add more anode active material, let’s say 125% capacity with respect to the cathode and have a charging curve 0-100% that is like the 0-80% of a “normal” cell?
Amazing. Are there any issues with the silicon wires swelling and shrinking from added electrons during cycling? This has traditionally been an achilles heel of adding silicon .. . ..
ОтветитьIt would be great if you can do a 10 minute summary of this interview.
ОтветитьGreat interview and guest. Is this what Tesla is using on the 4680 cells?
ОтветитьI wonder if Talga Resources is talking to these guys
Ответитьgreat information, would be interested to know if Tesla would use this tech. You mentioned 2170 cells and not the 4680 having the scenario of two steps forward and one step back. Does this mean Tesla 4680 is going down this path with them?
ОтветитьNear the tail end of this interview, which was EXCELLENT, it shed light (no pun intended) on the stated time lines of all the other ICE makers plans for growth and expansion in their productions and vehicle choices. I trust the tech this company has made more than the solvency of his clients for the next 5 years, because everything is happening faster than expected. Either way, these is incredible science and I hope they have decades of success.
ОтветитьGreat content, Thanks! One comment: Using silane is expensive and dangerous (pyrophoric gas). The same thing can be accomplished by using chlorosilanes. In fact, MCS (Monochlorosilane) and DCS(Dichlorosilane) are typically used in the semiconductor fabs. It is a reverse Rochow-Muller process.
ОтветитьThough I don’t understand a bunch of what was presented, I get the impression that this guy knows what he’s talking about better than that Quantum Scape CEO.
Ответитьmind blowing! ace
ОтветитьFinally got an uninterrupted viewing but I feel i need to watch it again! I'm left wondering just how drop in this product is. Does the reduced surface area reduce expansion by lithiation? You asked about using the same electrolytes and Vincent said yes (implying drop in compatibility) then went on to outline incremental changes over the next several years where many things incrementally changed alongside the cathode material. i didn't fully understand the cycling figures. I'm left wondering whether the likes of Tesla wouldn't just go for the big bang and then build a new factory from scratch to leverage all the incremental improvements in one go. I assume other battery OEMs see immediate value in having any graphite supply being souped (siliconed) up. If it's adding appropriate value to cells without severe costs it would surely be a no brainer.
ОтветитьIs OneD using natural graphite or synthetic graphite in their manufacturing!!? Which one is preferred!?
ОтветитьExcellent interview. I have one question, does the higher amount of silicon in the anode affect the voltage of the cells?
ОтветитьWhere can I invest in this?
ОтветитьI bet he keeps boxes of spaghetti at his work desk.
ОтветитьI'd love to see you deep dive LFP. From what I got out from the battery day was that they would lead and really enable stationary storage for utilities applications
ОтветитьOne reason this sounds promising is they aren't going public and trying to talk it up before hand.
ОтветитьGo RECSI
ОтветитьAbout time we had an update on Sinanode - It seemed to have a lot going for it.
ОтветитьThat was an awesome insightful interview and very cleverly conducted. Wish I could get my own technology in front of people like that. Very well done
ОтветитьJordan, could you look into a company in Canada called Pyrogenesis? I have a small position in the company and, while I try to think I understand their process and how it can relate to OneD, I am probably wrong. Thanks for the primer. A lot of new processes are coming out of battery development.
ОтветитьOr using the battery tech. In the actual wiring. To using efficient wires enough to power each component.
ОтветитьWOW
Ответитьamprius seems to be better
ОтветитьMunro interviewed Vincent today 28 Oct 23 == This presentation ( June21) was more extensive == Suggest a polished introduction etc and a re-issue - Cheers John
ОтветитьAwesome stuff!
I don't quite understand how the specific surface area of the silicon wires can be lower than that of much larger graphite particles though.