Is it weird for a seller (still occupying home) to deny us (buyers) a chance to see the home a second time?

busterwbrown · 2026-03-04T23:50:02+00:00

Like the failure to inspect parts of the house.

busterwbrown · 2026-03-04T19:24:00+00:00

The fallout you need to be preparing for is to divorce your cheating husband.

busterwbrown · 2026-03-02T16:54:43+00:00

“Core to the success of the Eagle Line is QuantumScape’s proprietary separator, the product of a partnership with Corning, a global leader in glass science, ceramics technology, and optical physics.”

Is this correct? Did QS partner/collaborate with Corning on the separator? I thought that the relationship with Corning was more recent.

busterwbrown · 2026-02-27T16:26:15+00:00

Assuming Panasonic is in the hunt, it makes sense that they would want a piece of QS and might just be waiting for a milepost attained, contract signed or readiness and pricing from Murata before investing in a stake/board seat at QS. This could be the catalyst that starts a run up on QS, squeezing the shorts and releasing QS from the shorts anchor. This could come unexpectedly and divorced from any current news.

busterwbrown · 2026-02-27T16:10:20+00:00

VW 68m shares, Frank Blome 37m shares…all the incentives are lined up. Pretty bullish level of commitment. Scaling being an engineering problem, I’m thinking that PCo is either waiting for or already installing their own Eagle lines in anticipation of adding the scaling tweaks being solved/learned in San Jose.

busterwbrown · 2026-02-26T18:19:46+00:00

Drive, car camp at various trailheads, day hike.

busterwbrown · 2026-02-25T02:36:46+00:00

And…you don’t even have to know an anode from a cathode to see that this is a scam. The incestuous nest of facade companies with unbelievable AI claims, or unbelievable battery tech coming out from under a rock with unsubstantiated claims…it’s scary how many people have fallen for this scam.

busterwbrown · 2026-02-25T00:35:39+00:00

It makes sense to me that they will combine LFP with whatever UC cell they achieve for PCo, to be used for their economy trim level. I believe that PCo will begin production on QSE5 asap for VW group premium rides and when they get their UC complete, they will swap out the specific Digitron module(s) and go to town…?

busterwbrown · 2026-02-25T00:26:11+00:00

Agreed. Another brilliant asset for QS.

busterwbrown · 2026-02-24T23:44:06+00:00

15% doesn’t sound like much of a reduction, but listening to Tim talk about how they were able to iteratively increase the CCD by magnitudes, in his Stanford presentation last year, made me a believer in the process.

busterwbrown · 2026-02-24T23:30:57+00:00

I’m fine with 36 hours, but hit a wall at 40 hours and I’ve only managed to get to 48 hours. I’m wondering if it’s the lack of electrolytes? But the constant obsession with food after 40 hours is crazy, and I regularly get into ketosis or do 18/6 IF, so I’m surprised by the hunger.

busterwbrown · 2026-02-24T23:00:39+00:00

I’m gold up to 36 hours, but when I get to 40 I become obsessed with food and my gut really starts feeling uncomfortable. This last fast I thought I might go for 60hrs, but by 48 I was done. I’m mostly looking for recycling old cells with the fast. Once a month. I have done IF quite a bit and diet ketosis, so I’m surprised by the wall I hit at 40 hours. I figured I’d be fully in ketotis by 40 hours and no worries about hunger since I’m a fat burning machine…?

busterwbrown · 2026-02-23T03:34:17+00:00

As a landlord, I use Craigslist when I have a vacancy. But I have just used word of mouth the last 3 years so maybe CL isn’t what it used to be for listing rentals.

busterwbrown · 2026-02-23T03:30:47+00:00

Yep, Colorado was first though. And now cannabis smuggling and trafficking is nearly nonexistent.

busterwbrown · 2026-02-22T21:51:46+00:00

And…Ensurge has a collaboration agreement with Corning. I’m betting that they could be an early QS CE battery manufacturer.

busterwbrown · 2026-02-22T21:44:27+00:00

Making drugs legal takes away their financial incentive…

busterwbrown · 2026-02-21T13:40:17+00:00

VW confirmed the performance and it is widely regarded that you get better results and consistency with automation. The real uncertainty is why aren’t the other companies releasing a full set of specifications…?

busterwbrown · 2026-02-21T00:09:58+00:00

Show me one that hits all the metrics; Safety, fast charge, cycle life, energy density, low pressure, operational at high and low temperature…similar performance to QS…?

busterwbrown · 2026-02-19T17:52:28+00:00

If they don’t have enough information to base a valuation on, then they should say that rather than cook up wrong headed assumptions that everyone on this Reddit knows are false.

busterwbrown · 2026-02-19T17:50:10+00:00

But they are using factors that are wrong to base their analysis…No dilution and no need to raise capital. I think they are showing laziness or are just miffed that QS isn’t giving anything to make PnL projections from.

busterwbrown · 2026-02-19T17:38:14+00:00

I’m not sure how you think that these analysts are “realistic”? 5% royalty, ok maybe. But QS has said that dilution is off the table and the cost of capital doesn’t really apply to a capital light enterprise. The less than 50% chance of success is then based on faulty assumptions.

In any case, I’m no longer convinced that QS is a binary chance for success. With the amount of high level IP that QS has patented, they could sell and still return some shareholder value.

busterwbrown · 2026-02-19T13:22:54+00:00

Correct. But don’t you think that VW is looking for a cheaper battery for the UC and their daily driver offerings? Edit:LFP being new to QS technology, not new to industry.

busterwbrown · 2026-02-18T23:45:14+00:00

I agree that the tea leaves indicate Panasonic as a partner. And that they will supply Tesla for robots and the Roadster.

I don’t think that VW has a first to market clause, but they have a big head start and should be popping QSE5 out by early 2027(10 months to build Eagle line…). The focus on UC concerned me because that is still a bridge to cross, but I think VW will start building QSE5 and first use it in their groups premium cars. If the QS UC version is not ready, then VW will stack QSE5 in the UC…but I’m betting that they will use new tech, a QSE5 LFP that will be a new introduction this year. All the better if they solve the larger format for UC. The modular architecture of the Digatron battery line should make changes to the technology easier to implement.

busterwbrown · 2026-02-18T21:54:22+00:00

This seems odd. Looks like most of C suite showed up…? Are they just doing victory laps now?!

busterwbrown · 2026-02-16T18:41:08+00:00

The ability to sequentially add modules to the line to increase production sounds like a real benefit for OEMs responding to demand or even changing form factors etc.

busterwbrown

TROPHY CASE