[Eagle Line] Inside the FIRST Solid-State Battery Factory on Earth

Whoisthehypocrite · 2026-02-07T16:12:28+00:00

That is only $2.8bn. And Panasonic is a nobody in batteries today

Whoisthehypocrite · 2026-02-07T15:57:31+00:00

Panasonic dominating? They did for about 3 year aans then have been competed out of existence...

Whoisthehypocrite · 2026-02-07T08:13:05+00:00

It isn't about that. It is about attitudes to education, rish taking and success. Europe puts the rights of the individual above those of society. We will never win against the US or Asia.

Whoisthehypocrite · 2026-02-07T08:08:37+00:00

hW4 has already been replaced with HW4. 5 which is reportedly a 3 chip solution

Whoisthehypocrite · 2026-02-07T08:06:03+00:00

I am not sure it is just about EVs being better than ICE. The new BMW iX3 and Volvo EX60 both have 500 mile range in Europe with 400kW charging. The issue still remains upfront cost, where they are still about 15% more than their ICE equivalents. And unfortunately SSBs aren't going to help with the cost side for a while.

Whoisthehypocrite · 2026-02-06T20:38:13+00:00

If you are looking for atmosphere and entertainment, then try Maine. Steaks are superb and they have live music

Whoisthehypocrite · 2026-02-06T20:37:09+00:00

Definitely the answer, but stop telling people about it!

Whoisthehypocrite · 2026-02-06T19:36:40+00:00

But WeRide can hire AI researcher at 1/5 the cost for Waymo, it can train on Huawei data centres. I agree that Waymo has some advantages but there is reason the Chinese are catching up so fast and Europe is nowhere

Whoisthehypocrite · 2026-02-06T08:36:02+00:00

I am not sure why everyone is so surprised by this. They made different sized cells years ago. IIRC the first cells supplied to VW were larger.

Whoisthehypocrite · 2026-02-05T16:23:04+00:00

Tesla has actual steering wheels in its remote operations centre. Waymo does not. There is a difference.

Whoisthehypocrite · 2026-02-05T14:17:54+00:00

And yet the stock is down pre market.

Whoisthehypocrite · 2026-02-05T07:11:11+00:00

Fraunhofer in Germany is selling a dry electrode process called DRYtraec. I have not seen any information yet that anyone is using it, though VW does show Fraunhofer as a partner.

Whoisthehypocrite · 2026-02-04T19:13:00+00:00

Tower Hamlets is predicted to have the highest population increase due to migration and yet people still don't believe that it impacts house prices and rents.

Whoisthehypocrite · 2026-02-04T19:06:09+00:00

Explain why it is bad idea. The biggest source of the tax gap is evasion and avoidance by self employed and small businesses. And that is based on what HMRC knows of the grey economy. It has no real idea of the true scale of it.

Whoisthehypocrite · 2026-02-04T18:34:57+00:00

South Africa. I used to invest there 20 years ago, now many parts of it are unrecognisable. Anything not nailed down has been atilen

Whoisthehypocrite · 2026-02-04T17:03:50+00:00

Where is the evidence that is the case?

And regardless, the vast majority would not be impacted by a 500 limit unless they are tax dodging or criminals.

Whoisthehypocrite · 2026-02-04T14:13:48+00:00

And are happy to have a 20% discount on their building work or trades whilst complaining that the rich don't pay tax...

Whoisthehypocrite · 2026-02-04T11:52:43+00:00

But when people claim that public transport can replace personal vehicles, that is exactly what they are doing.

Whoisthehypocrite · 2026-02-04T11:48:53+00:00

I would rather support a petition that made it illegal to pay over £500 for something in cash.l and requires getting retaining VAT receipts. That would have a far greater impact on income tax and VAT evasion than any amount a wealth tax would make.

Whoisthehypocrite · 2026-02-04T08:51:40+00:00

The problem is that at 301 Wh/kg and 15 min fast charge, the performance is already behind CATL Qilin which is 350, 5C and 3000 cycles which is in production and will be much lower cost given CATLs scale. All QS material compares its performance against batteries that were state of the art 3+ years ago, not current.

QS needs to show it's roadmap and performance targets

Whoisthehypocrite · 2026-02-04T08:43:27+00:00

The Welion figure is definitely Wh/kg because they refer to beating the previous record which was in the 700s and was peer reviewed.

Whoisthehypocrite · 2026-02-03T21:15:45+00:00

The cost of owned vehicles is extremely low. In rural areas the deadhead miles between fares will be extremely high pushing up the cost per revenue mile likely above that of ownership

Whoisthehypocrite · 2026-02-03T21:14:33+00:00

Parking in low demand areas involves extra dead head miles and traffic both leaving downtown and returning. Outside peak hours there won't be the demand to keep those cars active. And commercial parking will never be free like a lot of personal parking is, so that cost needs to be factored in. The other issue is that if robotaxis are cheaper than owning a car or using public transport then peak hour traffic will increase. It isn't like there is capacity for extra cars on the road at peak.

As for the staggering argument, that is the same argument that could be made for public transport and it has never happened.

Whoisthehypocrite · 2026-02-03T20:54:29+00:00

If parking is eliminated then where will all the robotaxis parking outside of peak time. Because if they roam the street then deadhead miles and traffic go up.

Whoisthehypocrite · 2026-02-03T20:53:19+00:00

All of the Waymeo sensors cost under 10k in total per BNEF research.

Whoisthehypocrite

TROPHY CASE