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No. Enovix beat them to market (seemingly by just a few months) with a 100% silicon anode. These two companies will change the world, the only question will be is it Enovix (which makes whole batteries) or Sila (which only makes anode materials).



What matters is how good your batteries are compared to price and at what scale. What combination of silicon/graphite or other materials is used doesn't really matter.

I for one am more exited about Tesla mixing metallic silicon with graphite, rather then these complex composite particles. I think that will be much easier to scale.


> These two companies will change the world [...]

That is a bold affirmation. Do you have data to back up your claim?


It's a prediction of the future. Even with all the data in the world there's no way you could make an accurate call.


A data backed assumption is still better than a wild guess.

The sun will rise tomorrow, this is a prediction of the future, I'd say it will turn out to be pretty accurate.


When it comes to predicting something like the impact of a new technology or the success of a startup, I'd argue it's worse.

At least a wild guess doesn't pretend to be anything more than hope and speculation.




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