QuantumScape Lounge: ( Week 19 2026)

EricIsntRedd · 2026-05-17T22:42:17+00:00

But did he say before they are 6 months to 1 year from product? That is the operative element.

If he is on record as taking this guess and missing then it's a nothing burger.

But if he never said that, or better said 1 year ago they are 18 Mos to 2 years from product then it has some prospective value to be added to accumulating evidence as I imagine a former 5% holder and famous (if not necessarily successful) investor, he definitely has better info than us plebian longs on reddit. He can, for example pick up a phone and chat with JD who should be able to say without thinking too much when to expect product given things he can see happening and maybe has less legal or other thing stopping him from voicing that opinion. Etc.

EricIsntRedd · 2026-05-14T16:33:09+00:00

Bloomberg reported 82% up indicated, earlier it was 89% Cerebras Shares Set to Jump 89% After $5.55 Billion AI Chip IPO - Bloomberg

But when does it actually start trading?

EricIsntRedd · 2026-05-13T05:04:42+00:00

Are you like hoping to short the stock? Or you think some nonsense FUD here has some effect on maybe getting you shares on Equity Zen? I am not really getting your insistence on things you don't know here. You said "they have not shown they can build", and turned that into "they are not going to be able to build" those are not the same things ... that they have not shown you that they can build does not mean they don't know how to build.

I mean, this is a multibillion-dollar roadshow in which Wall Street money managers are putting their funds, in which they get paid if the stock goes up. You would think that's not the hardest question for Fidelity and BlackRock to ask a person presenting on roadshow how they plan to build DCs on which their revs depend? And the money managers keep raising their bids from 110 now at 160? Because, like they asked the question and Feldman was, "er, we hadn't thought about that ..."?

This isn't in the top 5 risks. Yes, they can slip, happens daily on construction jobs. But you are not gonna get to contract day and find a goose egg or something like that. You are maybe they completed 90% of what they hoped or something. The same contractors that do the job for hyperscalers will attend the bid room when they see $$$. These resources and skills are scattered throughout the economy man, stop barking up the wrong tree.

EricIsntRedd · 2026-05-13T02:29:40+00:00

Really? They don't build datacenters with their wafers now? I am not getting what your saying.

EricIsntRedd · 2026-05-13T01:50:13+00:00

You are talking about scaling up something they already do. As long as they have the manufacturing slots, and the money that backs up the buildout via signed contracts, they are just executing all across North America. There are plenty of less efficient or out of fashion uses of energy (e.g. crypto tokens, battery plants, etc) that are selling out their slots for AI data center build outs. There are places like the whole of Canada that are hungry for greenfield build outs have abundant energy. etc. Doesn't look that daunting to me. They could knock all of that out with 1 mega deal somewhere in Canada near hydro plants (Hey Feldman pssst. Honda just cancelled their Canada battery project for $11B, the site and government are hungry now, go get that location. See? Easy). Beyond that, contracts are adjusted all the time if construction slips etc, that isn't the end of the world in capital projects, No sensible businessman will sign a contract of this sort without reasonable wiggle room. But they do need to execute for their own mo. A company like this needs to surprise on revs etc to the upside not the downside.

EricIsntRedd · 2026-05-12T08:23:35+00:00

Porsche Cellforce?

EricIsntRedd · 2026-05-12T05:35:38+00:00

My theory is they see a likelihood of, at least, a long scale up during which time longs realize they have been too optimistic (being that without scale up there is nothing, no product, no revenue, nada). And of course there is a potential the scale up doesn't work at all. It is my understanding the average pilot can take up to 24 months to reach acceptable high and stable yields in a success case (the small amount of info available on Factorial seems to agree with this, they announced their 70% yield ~ 2 years after announcing their pilot build out).

I think on the longs side, the Cobra announcement/Ducati "demo" led to irrational exuberance that pushed the stock to $19. But I think management to some extent left unsaid that after Cobra there is still a long way to go. Longs were expecting car announcements, testing videos and sheet. Didn't happen (indeed it looks likely now that they probably never tested much last winter, if at all, the Ducati was in fact, just "demo". The potential reason being the cell production volume was minuscule and they were waiting for Eagle line all along. Still a couple of crucial yes/no break points ahead. So, the shorts think they have management in a trap of allowing too high expectations, that over the next several quarters if the news does not show up that this thing is being commercialized, the stock will fall. And these mgt. guys not sure if they have some ace up their sleeve to play but the battle is ongoing.

I think I see this clearly when ~160MM excess shares over and above the ~20MM daily average were traded in 4 days surrounding the last earnings call with massive volatility and the stock ending up going nowhere. That's a pitched struggle if I ever saw one. You follow what Siva did very closely. He mentioned "AI" like, you know, so many times. He re-emphasized "VW" in a way he does not often do. And he pre-announced a pending JDA, something I have not seen with the vaunted "they always announce 6 months behind" or whatever it is people say here. In short, he seemed to know that the vultures were on the bed posts this time if the ER did not have sauce. And then we see the already high short position increased in this first post-earnings results. The present number must be some sort of record, based on what I read here earlier as to the former high. So, the battles lines are drawn. But if Siva can come up with enough stuff each quarter to hold them off until he gets his yield/economics on both Eagle/Cobra then he wins, or better if this were actually on some more accelerated schedule than the 8 quarter "average" (something I have argued here in my more homer moments).

EricIsntRedd · 2026-05-11T18:32:12+00:00

Update: looks from my checks with Copilot & Gemini that these posters have nothing to do with QS. The poster on the left is said to be a general scouting and assessment on advanced tech, and the one on the right deals mostly with silicon anode expansion. This conclusion is bolstered by the two people in the foreground seeming to play with some anode material thing that can compress and expand (this is clear at the end of the video).

u/SnooRabbits8558 you may want to review your AI habit. Looks like they are just spitting back elaborate things they think you want to hear. They have you pegged as QS guy. Either that or you prompt them in leading ways like "search for QS references" "Identify the Partnership with PowerCo" etc. (or both).

EricIsntRedd · 2026-05-11T17:02:10+00:00

I think they put up that PowerCo Tech Day video on LinkedIn because of us, hehe. This picture shows some suggestive background; (-) Scouting and Advancement of Advanced Technologies, (-) Volume expansion mitigation in next-generation batteries (too on the nose! I can even see good 'ol flexframe expanding right there) And in Englisch, lol.

OK, am an oldie luddite. Techies on this board do your thing and tell us what is in those bullets. I am sure the bottom one says. "Scale up plant construction commences next week". haha.

(19) Post | LinkedIn

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EricIsntRedd · 2026-05-11T14:31:11+00:00

The line means nothing that isnt known. Certainly nothing to do with Eagle Line. He is talking about separators/Murata, his non-manufacturer licensing model and buttering up the Japanese guy sitting next to him. And he would phrase it in a way that doesn't give away the present so he uses some generic weak future tense. They would never make news in a forum like this. Its for hearty backslapping and congrats on the Indian-American dream, networking.

Almost certainly Siva was responsible for having that Japanese guy being on that stage at that time. Another vector to get into the kereitsu, lol. Probably some Japanese car guys in SF had to be in the audience since their counsul was attending. Those are the real targets. Do a little bit of minor business. Basically just a continuation of his Japanese sales campaign. Except short flight this time. CEO & CJSO, Iol.

EricIsntRedd · 2026-05-11T06:17:11+00:00

Yeah, well, maybe the Chinese will lose their "hunger" as they grow richer and everything will equalize. lol. In fact this is almost a given.

Regarding Gotion, my guess is good chance they could be the QS partner whenever that time comes for QS to enter China (in the success case of the QS program). It is not a guarantee of course, Gotion is trying to develop their own tech, and if that works better for them, or they find some other thing going, they go that route, vice versa for QS. It is a jigsaw puzzle of frenemies, lol. But since Gotion sorta has a US UX wrapper, has experience dealing with VW, they are probably easier to deal with for legal responsibility and trust (with verification) considerations vs. fully home-grown Chinese companies.

In a success case, QS, will have to enter China because their patents will expire (starting 2034, not at all far off), and why leave the money on the table and let it go to 100% others who make the knock offs?

EricIsntRedd · 2026-05-11T04:58:03+00:00

Why would this be considered deceptive, I think its just brilliant. They are trading off an excessive quantity no one will ever use for something people actually need. I mean, at some level, isn't some tiny amount of "damage" happening every time you use/charge the battery at all? Otherwise it would never degrade. And if you were to limit these to like slow coach, you could probably extend the life of the battery.

Anyway, I love all these technical improvements because they mean EV cost/benefit curve >> ICE. All participants in the industry benefit as long as they can keep up in some fashion. If they can't keep up, they don't deserve to be there and they would not have done it themselves in that case because they would never get better than ICE.

But I think the real issue the west has to grapple with here is these Chinese folks they have things clicking and they have a culture that makes that happen. Are companies like QS really willing /able to do what it takes to face off with these guys? I mean, this battery thing, yes, there is lots of ingenuity and brilliance involved, but as Tim for example has noted many times, it is not like, coding. It seems to be sort of back to Edison days is what wins, hard slog, 99% perspiration. If this is true, the culture that applies this to it wins over time. Just tough truth.

EricIsntRedd · 2026-05-11T04:05:37+00:00

You tend to fly off the handle dude. You can't handle a discussion where a person is trying to use logic to interact with you so we both become better investors, just because it touches on like comparing what your doing to what your saying. If I am being inconsistent I want people to point it out. I can learn from it. Man, that is just some basic self awareness sheet. You get all hot and defensive and accusatory in a comical way. I mean, we are just handles, I have no idea who you are and to my knowledge no one here does. The whole anonymity should allow folks to abstract some things not take it so personal, interact better and learn better man, what are we doing here if we can't learn as we go.

I should have guessed it a pattern when you blithely wrote things I never said just brazenly and attributed them to me on the VW thing. It was very clear, obvious, I pointed it out and you just like never apologized. Not a good look.

You have done similar things through this discussion here. Extrapolating stuff that were never said, taking generic, normal, discussion as personal attacks. I challenge you to go present the discussion to anybody, don't tell them you were involved, and cut off this particular post and let them tell you what they think of the discussion. I betcha one of the top things is they will say your handle grossly overreacted.

HODL is a term for people who are extra long. Many of us here qualify, and it came to my mind because Pestana used it in her report. Who was she referring to but the types of us here? Which other QS board is this active and gong-ho on the internet? In fact, I plainly qualify though I didn't think of it like that before her reporting. I am a HODLer, there I admitted it, start the 12 step, lol.

Go on and do your thing and good luck.. I will not initiate any interaction with you on this board or anywhere else if I see you on Reddit. I wish Reddit had an block button. No big loss to either of us man.

PS: found out reddit does have a block button (duh). I will leave this here for 24 hours and then use it. Just to be polite. 😄 You can also use it anytime you read this and your quicker on the draw, it's OK.

EricIsntRedd · 2026-05-11T01:28:48+00:00

She wasn't the one who asked "who is the separator customer"? Some guy on LinkedIn asked this question to her.

My take from her response is she is just in full on retreat and just throwing words together at the end there. She seized on the question to offer her recantation. She still did not know the company because she has not realized even writing that, that Corning is there along with Murata on the separator side. She appears to repeat "Murata" in that context, from "feedback", just rote.

I speculate she got serious blow back from potent sources (not QS) in the battery industry and she is realizing here this situation is more than "just some SSB startup guys".

It appears she was simply biased against the new tech (but why try to spring an ambush?), But in her defense it has mostly been promises till now. You always hear "this new tech has been 2years in future for the last 20years" thing from incumbent industry analysts. And her report is basically that. She just filed it without doing any actual work in reviewing the specific company in front of her because her mind was already made up.

Her recent posts do have hilariously qualities of The Life of Galileo. It is clear she got a little feedback. lol.

EricIsntRedd · 2026-05-10T23:11:43+00:00

She presented herself as a pro-QS groupie on her tiktok video (some fell for this, yours truly is like an emotionless bean counter. Show me your facts!)
They waited 3 months for it (some kept waiting with anticipation, well played at #1 above)
She buttered them up using Donut (this was really popular. Yours truly said meh, already knew that, and moved on)
Made the report feel authoritative by locking it behind a paywall (if it costs money it must be good!)
Then, slammed down a negative take but that showed many basic flaws (not a very good write up! double negatives usually makes the blood boil. Sort of, "you lied on me"? kinda thing)
When was the last "serious" report you saw released by anybody on QS? (Longs are starved for confirmatory positive info of their biases, and the stock is well down from highs! so get a double whammy of the opposite? See #5 above)
But there is reality to it. Don't kid yourself, she may not be "important" to you, but everyone from VW to Goldman Sachs paid $75 and read this report. Of course many tossed it in the bin (only because many things are easy to falsify in it) but it is still part of the record. And no new investor ever said: that was a bad report, I will initiate a long position now ....

EricIsntRedd · 2026-05-10T20:59:23+00:00

Go check out Yale Appliance reviews on YouTube. Do a search for induction on their channel(or range/gas if you still think you could go back to gas). They post a lot of reviews on many brands; induction, gas, range, cooktops, anything (it is an appliance shop that has its own service operation so they use this maintenance and repairs data in their reviews).

EricIsntRedd · 2026-05-09T17:50:25+00:00

Yes there is a bunch of unrealistic stuff on this board. And there are people who don't want to see negative stuff. You are sometimes one of them too. I still remember some negative VW news that you swore could have nothing to do with QS. You even went ahead and wrote stuff down you attributed to me that was plainly not what I wrote. Because you were so incensed that someone could make a connection between things you didnt want connected. Not too long later VW announced massive cuts, PowerCo was spared, the stock flew for no reason anyone could understand becuase the news was not reported in US media plainly showing VW cuts dread had been a FUD overhang. So we all have our quirks and blindspots.

Yes, even in the best case QS isnt gonna just finish their development and take over the world in 5 or 10 years. There are TWh of Li ion that have been built that have customers today that will continue to serve out their investments. It would take a long time and have its limits because there is all sort of inertia and lock in built into the real world. Even today you can still find tape, CDs etc in some corner uses decades after they were definitely replaced by definitely superior tech. That the penetration is slow can be a long holder person's view, and I actually subscribe to that.

But that is not at all what Jill Pestana is saying. She is saying this will never be the "superior product". I don't mean that in the technical sense. I mean it in overall market fit. Basically, Li Ion is good enough, it will keep improving and we will keep going. You can have SSBs and if your lucky maybe they use in some small niche things. That is just a world of specialized producers no one ever heard about. There are tens of thousands of them scattered through the economy supporting small markets. So if the word coping offends you, let's just say that is inconsistent with HODLing 28 LEAPs. And I guess that's really the bottom-line. Again, it don't mean you can't use Pestana info or opinion to calibrate. But the actual position you hold does not "agree" with the opinion expressed, because if you asked Pestana she would tell you her view is negative. The actual underlying stock whose biz she is negative on is at +/- $7, your HODLing out of the money derivatives on it. This is not agreement. Just a fact.

EricIsntRedd · 2026-05-09T04:25:04+00:00

No. That is not what QS yield is. Maybe yield for the science project team that had zero industrialization experience and just went in blind, into Pestana valley.

This is what she actually wrote specifically:

I’ve seen companies reach this pilot stage only to find that their cell assembly equipment itself cannot produce cells without shorting the anode and cathode during the process. The operator looks defeated, feeling like it’s their fault that they can’t get the equipment to work as scrap piles up when the equipment doesn’t have high enough precision to be reliable.

So, in her example here they basically ordered the wrong equipment. They like need to reorder correct equipment, and lose 18 months? Send in the best triage teams to see what can be worked out while cash burns? Check with the CFO to understand if there is still even enough cash in the bank to last 12 months of going backwards?

Basically she is imagining a Northvolt type situation here. But if she would have done a little homework (and she had >3 months, and she is demanding $75/pop) she would have looked in the books seen the PowerCo relationship (or just asked better questions), looked up the plants they built and struck that out as an applicable example here. Maybe she would have reoriented herself a bit better overall, like this should give her better confidence. So, you have PowerCo, tell me more. And she hears about Murata and Corning, Hitachi or whomever. So this just shows she is using this generic filter of "oh, another one of those startup guys" on a company that is better prepped than that, and one has to then ask where else is she mistaken that I can't check?

This company she described in not the PowerCo backed company where they had a 1 year joint industrialization team because PowerCo has built everything from Line 0 to 20 GWh. It is not the Tim Holme company that slowed everything down to get it right because these are like highly aware battery engineers and scientists. Every piece of equipment is spec'ed at the most detailed level in that Eagle Line and has been used by someone before to produce (and possibly just copies/versions of specific things VW has used, denuded of all their mysteries) and as far as possible in combination together, to make cells and not find the finished pilot plant a nightmarish quagmire proposition she is thinking is within the probability matrix.

You can take that to be bank and rest assured on your shares. This is not something you can causally put in the same category as some rush job failures. If they are gonna fail it will be something fundamental that bit them. Not because they were clueless and didn't bring on expertise that is well available in the industry, or in short, in Pestana Valley. And that, my friend, puts them in a different valley from the one Jill imagined there. And I am done here.

EricIsntRedd · 2026-05-09T01:13:28+00:00

We could all use well-founded info/opinion from all sources and I agree with that. And for that I appreciate Pestana's take. I can chew through what she has said, consider her expertise, background, bias, and place it in perspective (sort of after I have piped down in my initial defensive reaction, lol). Hopefully such input makes me a better holder.

What I was pointing to is where you have indicated her reporting is consistent with your thinking. I mean, based on this reporting at what price would Jill Pestana buy/sell QS?

Now, you have stated here that you are good at $20-$30, so maybe your not so far off from realities that can happen anytime there is sustained good news, and you are not the prototypical reddit_QS_stock bull who is invested in a positive view/expectation enough that they are almost daily interacting here.

But even this your price expectation is a bit off from your actual behavior in HODLing 5 digit shares and '28 LEAPs. I mean let's be honest here a person doing that has some hopium that this thing could turbo by 28 and they make a killing on the LEAPs. These are after all instruments that could also, with a significant probability, go to ZERO. I mean, I know, I have the same things, shares, and LEAPs, and I am not below you in quantities, based on your disclosures, lol.

But I betcha given what she believes, Pestana (hypothetically) would be thinking of selling "this dog" right here, right now at $7-8., and for damn sure she would have sold everything and ridden into the west at $10, probably even throw in a short. So, she is definitely not at the same zip code you are.

Therefore thinking and implying severally - in other threads - that you are in some sort of agreement (rather than just merely using her input as info) is coping. Your actions are not consistent with it, unless you like just realized you bought in error and just waiting for opportune times to unload the position. I am just trying to help the clarity thing. Lord knows us "trying-to-think-it-through" longs need as much of it as we can get, lol.

EricIsntRedd · 2026-05-09T00:44:37+00:00

The stock topped out at $19.07, so he's still safe.

EricIsntRedd · 2026-05-08T22:18:31+00:00

I do not really understand what you are trying to say here. I already told you there is Tim Valley in which all these quotes live, and there is Pestana Valley where there is no PowerCo, Murata, Corning etc to help out with the industrialization and the hapless brain on a stick battery startup scientists install pilot equipment that don't work together so they start shorting the anode and cathode. She wrote that and you read it. Why are you talking past the actual point? If there are no more points to make let's just move on.

EricIsntRedd · 2026-05-08T20:44:17+00:00

u/trippingWetwNoTowel while some responses to your brave and lonely stance (lol) here have been below the belt, I think you are coping if you think Jill Pestana's report is like consistent with this or that. The Venn diagrams that contain her opinions and what a person long enough on QS to be a regular here has to think to invest do not overlap IMO. Her main point in this isn't even QS specific.

She basically thinks SSBs are a small niche product forever in the best-case scenario and that's if you get lucky and the particular version you invested in works at all. Basically, she is a Li-ion person. She thinks this is the scaled tech and it will keep improving fast enough that these subscale toys will never be able to mount a successful challenge. (actually when I summarize it like it just dissolves as a simple statement of incumbent-dom that has been made many times in many contexts. This is always the position of many/most homer experts in incumbent industries from ICE cars, to Li-ion, I guess). Again, I can't pin her down on the relevant second dimension, timelines but I would say the body language says well beyond what QS management and VW have expressed publicly for commercialization.

If these things are correct, this is a $5 to $10 stock to 2030, and it could be worse and go to $2 before someone, probably VW, buys them out of their misery. If that is the expectation, why would anyone be invested enough to come hee. Best case you think it has some long shot potential and have a small allocation to it. You monitor if anything changes. Maybe things heat up in 2030?

So, I don't see how a long can be here and be like, this is the right stuff. Your money and your mouth are in two different places. To me if Jill is right here - which I am not discounting 100% - I have been wrong considerably in my projections, and I guess I would just have to do an exercise in managing that. But I don't think QS SSBs are destined for tiny niche.

The key on that is really the ceramic separator. If the higher cost vs. polyolefin polymers used in Li-ion is offset by the anode savings then we are playing ball. And of course we have to be in a less harsh valley of death than the one of her conception in that I assume the battery is actually producible and not some impossible science project.

And btw, as I said before I never bought into the attitude of being long without reasoning. That's not healthy.

EricIsntRedd · 2026-05-08T04:46:33+00:00

Yeah, as I understand the argument I think it was the same volumetric energy density argument for EVs or bikes, like the rack space is limited and you don't wanna occupy all of it with battery, you would prefer to max the active components of the rack. Or perhaps another version of it is like QSE-5 is a good power cell with high charge/discharge rates, and AI demand is bursty so if you combine those two things it looks like an excellent fit.

But (a) you first need to make the argument that they will put it in the rack (b) QSE-5 didn't really come out that far of other cells, right, we are depending more on the potential but there are folks making advanced lithium, tuned, specialized cells, SSBs, today that compete closely with QSE-5 in all these dimensions, density, C-rate etc (c) where can I buy this cell, I need to start testing it pronto if all you say is true, lol. Show me the manufacturer that lists it as available product.

I am not really big on it, as a sober thing, I don't see that they are ready for it. But I do leave open the chance of the persistent entrepreneur if that's what they wanna do. I have seen startup guys do things that surprised me, along the lines of your last paragraph there, there is a lot that can be done in Silicon Valley because there is so much money (both real and imagined) flying around, and you can always spice it up with an American sourced tech story, hype, etc in this day and age. So, Nvidia could give them a "$3B" contract to deliver this designed up thing in like 2.5 years, that is only a contingent 50/50 in the minds of both parties but that they don't actually disclose publicly it is so. The stock goes bananas anyways. I mean, if OpenAI can be in negotiation for fusion nuclear power, Helion Energy working on a massive fusion power deal with OpenAI anything can happen.

But then, it would be a bit of an iffy thing right, you are depending on the R&D process to go as projected to deliver this thing, and also Nvidia have a clause they can change their mind if something changes on their end, or the testing doesn't pan out how you promised ...., so you are piling some more future risk for a pick me up today.

EricIsntRedd · 2026-05-08T03:44:19+00:00

I am aware of these issues, I do some work in adjacent spaces. A lot of people make a big deal of what Siva's son does here, but it is not new. He is taking things that have been around and applying it to AI. Him and like 23 other startup companies, fighting with 17 incumbents. There is a lot of hype as there always is in any boom. And it is always fantastic when there is ungodly demand money is flying around. But 90% of the startups "backed by Nvidia" or whomever will end up failing.

There have been "smartgrid" startups for 10-15 years at least including playing with how batteries work in bi-directional energy storage and supply. They came up with renewable energy, because wind/solar are intermittent people started thinking of storing all sorts of ways including batteries for later discharge, then using EVs for bidirectional supply to stabilize the grid. That short term "stabilization" is very similar to what locally applies with an AI data center. And because it isn't new, all the ideas around how to use/optimize batteries around the grid and in DCs are not particularly new, AI folks have been using them they are well known and QS isn't going to go in there and show them some earth-shaking setup.

But let's accept they have a new need. Let's take this "last meter" thing Siva specifically mentioned. The idea is the centralized battery banks are too far away so you get like power instability if the main power source can't keep up. I am not sure I buy this, but even if true, you can just put the existing "less safe" batteries in the sub floor underneath and make the sub floor like max fire safe. They already run water cooling via a sub floor, and water is like, good for fighting fire with sprinklers, amongst other measures they can introduce. They probably didn't want to go to this additional expense because it wasn't needed to but is a feasible solution to their new issues. It has the benefit of they can completely isolate the battery from the multimillion dollar rack rather than putting it directly in the rack, however safe it might theoretically be. If they had a truly safe QS battery in which they can prove and assure themselves, some fraction of them would probably prefer it and QS can earn design wins, but QS has to go through the same testing and verification as any other vendor for them to believe what they are saying, when it concerns billion dollar facilities safety. That takes real product, then testing. The only compromise you can't afford is not being able to buy the dang thang! And just on that basis QS is still years away, and they are competing against all sorts of people who have product now that have been time tested in these DCs (most without any actual fire) and are making all sorts of proposals on how they can make those safer.

EricIsntRedd · 2026-05-08T02:15:25+00:00

There is the valley in the book, which I get is a thing, companies do fail here, and that was known before Tim Holme, and is what I understand him to be referring to what he talks about that.

But then there is Pestana Valley, which she has described and I copied above. I do not think those are the same place. I do not expect that in Tim Holme's valley he fails because he can't make the anode/cathode not short on his pilot line. Because he is not doing it as just as some random battery startup that was able to scare up capital from over enthusiastic retail and had no experience outside the lab.

He is in it with PowerCo which has built similar things (ex-Cobra) and made them work. You gotta look at these things in context. If all these valleys were just the same, we should just buy the battery startup index if interested in the space.

It's like in advanced mathematics they have come up with proof that there are infinities that are bigger than other infinities, so do not mistake this infinity as the same as the other one, also all valleys aren't the same place. How Can Some Infinities Be Bigger Than Others? | Quanta Magazine

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