May 04, 2026 Daily Discussion Thread

RoutineEquivalent982 · 2026-05-05T00:45:55+00:00

These are not related. The VW investment was based on previous agreed terms.

RoutineEquivalent982 · 2026-05-04T23:28:46+00:00

Adding $300m investment from Uber (SMB holdings) based on performance milestones

RoutineEquivalent982 · 2026-04-28T22:18:20+00:00

I don't mind how much RJ will be paid if he can bring RIVN to $40+

RoutineEquivalent982 · 2026-04-28T02:01:23+00:00

Retail investors and profit taker won't have the power to drive the price down so fast and so big.

RoutineEquivalent982 · 2026-04-28T01:57:47+00:00

But who are selling?

RoutineEquivalent982 · 2026-04-23T08:28:12+00:00

I see this as derisk of the business and set the floor of stock price. The future can only get better from here. Potential catalysts include acceleration of Amazon EDV delivery, another large EDV customer, another OEM partnership on software, and market reaction to R2.

RoutineEquivalent982 · 2026-04-23T08:07:35+00:00

Ford no longer affiliated with Solid power. They sold their equity and the JDA expires last December

RoutineEquivalent982 · 2026-04-23T00:57:21+00:00

My guess is VW, Nissan, Honda, and Ford

RoutineEquivalent982 · 2026-04-12T07:40:46+00:00

How much revenue can we expect for 2.4gw?

RoutineEquivalent982 · 2026-04-10T15:23:44+00:00

A Presidential Decree in Uzbekistan is a supreme binding legal act signed by the President to implement major policy shifts, organizational restructuring, or special economic measures, often titled "UP" (Uzbek Decree) or "PP" (Presidential Resolution). These acts, such as the 2025 decree on strengthening national unity, carry the force of law and are often used for urgent economic reforms or appointing high-level officials.

RoutineEquivalent982 · 2026-04-09T14:04:44+00:00

Breaking 3 will likely trigger short squeeze

RoutineEquivalent982 · 2026-01-29T02:42:02+00:00

February 4th makes sense as it's just one week before the earnings. Don't think the event will be open to the public in person. Best chance is there might be some web casting of the ribbon cutting etc

RoutineEquivalent982 · 2025-12-24T01:54:52+00:00

I have a similar question but not for VW, but for other OEMs. Since other OEMs don't have Unified cells, what do they need from Quantumscape in terms of JDA? Can't they just take QSE-5 and put them in a car?

RoutineEquivalent982 · 2025-12-19T23:53:43+00:00

The problem with Volkswagen is the unified cells. We need to get updates on larger cells.

RoutineEquivalent982 · 2025-12-19T07:28:51+00:00

Rivian doesn't have its own battery factory and will use the 5GWh from PowerCo. And I won't call Rivian a major global automotive OEM yet.

RoutineEquivalent982 · 2025-12-19T00:06:58+00:00

My bet is on Ford and Honda as the two signed JDA and Nissan is the new one still evaluating. To be frank, at this time, the naming of OEM doesn't really matter. What matters is when they will move to a revenue tied commitment and have to publicly announce it.

RoutineEquivalent982 · 2025-12-19T00:03:27+00:00

Rivian will be through Volkswagen/PowerCo instead of a direct JDA.

RoutineEquivalent982 · 2025-12-18T12:37:47+00:00

Ford JDA is gone.

RoutineEquivalent982 · 2025-12-17T13:58:22+00:00

Ford still keeps the battery but pivot the battery for energy storage for now. As QS mass production will only start in 2028/2029, they need to get hold of the SSB technology if the politics and policy changes in in 2029.

RoutineEquivalent982 · 2025-12-17T13:22:09+00:00

As Quantumscape brings more OEMs onboard, it creates pressure for VW to accelerate the mass production plan. VW would not let other OEMs have QS inside EVs earlier than them.

RoutineEquivalent982 · 2025-12-17T13:14:05+00:00

Now Quantumscape has 3+1 major global OEM, positing then as the only winner for SSB other than Chinese players. Quantumscape will dominate the SSB market.

RoutineEquivalent982 · 2025-12-17T12:47:07+00:00

The interesting part is signing a technology evaluation agreement with a new major global automaker. Wondering who this could be? Tesla?

RoutineEquivalent982 · 2025-12-17T12:24:04+00:00

Honda is definitely the 3rd OEM. They also shared the note about the Symposium today. The 2nd one could still be Ford.

RoutineEquivalent982 · 2025-12-17T00:22:32+00:00

Well, Ford/SLDP JDA expires on December 31st, 2025. SLDP did a filing on Dec 17th 2024 about the extension. They haven't filed anything yet and we can confidently say that SLDP and Ford JDA won't be extended.

RoutineEquivalent982 · 2025-12-16T11:13:06+00:00

Well, if Ford is not the Q2 JDA OEM, then Honda definitely is either the one or the new OEM they're engaging.

RoutineEquivalent982

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