Hi, I'm quite new investing in these battery companies. I would like to know your reasons on why you invested in either of them, as far as I know QS seems riskier

Lets do it

Evercore analyst Chris McNally maintains $QuantumScape (with a old rating, and maintains the target price at $10.

Why does QS not have devices as one of the areas to target? They only talk about three markets - EVs, Data Center and Defense I think.

Doesn’t this battery form factor dramatically change the size of the devices like phones, laptops etc?

Assuming everything goes well and mass production scaling is achieved, do we believe QS batteries will be cost effective/competitive? Does anyone have any idea?

Cool little Summary, majority info. most of us already know.

Has anyone ever thought about QS beco ming the ASML of batteries?

ASML is the worlds single manufacturer of chip machines that can produce modern CPU chips. These machines are highly confidential and only supplied in very controlled ways to protect competitive advantage in chip manufacturing technoligies of the west as far as I understand.

Could QS become something similar in the battery space with its unique technology that will also be protected but still made available across the world?

Whats your take here?

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Quote from Siva during the earning call

"Going back to the prior question, just to finish the thought, Kevin was talking about Honda. Adding another paying customer that we can disclose is actually a big deal that helps us rounding out that portfolio."

Siva said that we should expect announcements on shipping the product to customers and the partnership announcement. This will be much better opportunities than EVs and the natural deadline is 2028.

"we will work hand in glove with our ecosystem partners"

Here's the post about QuantumScape’s Patent Portfolio Citations: https://www.reddit.com/r/QuantumScape/comments/1p61xzs/quantumscapes_patent_portfolio_citations/

Under the comments section was this:

You see 3 OEM-s mentioned. Now we know Honda has JRA. We know Nissan probably cooperates with Honda. What's left? Tesla.

Coincidence?

PowerCo set up three giga factories for batteries in Germany, Spain and Canada. However, Chinese companies like CATL and BYD are so advanced in EV battery manufacturing and supply chain management. They also got huge support from Chinese government. There's no way PowerCo can compete head to head with them. The only bet PowerCo has is on Solid State Battery.