QuantumScape
company on 4 shows · 5 statements across 4 episodes · said 17 times in 6 episodes since 2021
Catalyst 9 
the Green Blueprint 4 
Capital Allocators 3 
20VC 1
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Catalyst 9the Green Blueprint 4Capital Allocators 320VC 1
2026 3 mentions in 1 episode
2024 4 mentions in 2 episodes 2 per episode
2023 1 mention in 1 episode
2022 2 mentions in 1 episode
2021 7 mentions in 1 episode
every mention on every show, scene by scene, with the transcript →
5 statements about QuantumScape, every show
Grantham: Pre-revenue QuantumScape was briefly worth more than General Motors in 2020
“It exploded to a 131 by the end of twenty-twenty. For a second was worth more than General Motors. Years away from having any sales.”
Grantham Held a Five Percent Personal Equity Stake in QuantumScape in 2020
“That was by far the biggest investment I had ever made. It's the only one I owned myself, because our opportunity to invest in it was only if we bought a whole lot. It was unsuitably large holding. I had five percent of QuantumScape, I think, in 2020.”
Kra: QuantumScape Retains Cash to Execute Business Plan
“Like, look at its cash balance sheet. It still has money to execute against its plan, and it wasn't just about getting public and providing liquidity to investors or whomever.”
Khosla: Decade-old clean tech bets like QuantumScape returned 5-10x multiples
“If I look across our portfolio, some of the investments we made more than 10 years ago are, you know, there's a whole number of them. QuantumScape, Verdeji, Lanza Tech, Impossible Foods, that are five to 10 X multiples though they took a longer time to get the…”
Jaffe: Lithium metal batteries will hit 150 GWh by 2030, mostly non-automotive
“I think that lithium metal batteries are gonna result, are gonna be about a 150 gigawatt hour market by the end of the decade, but they're gonna be in other things outside of cars, mostly.
They'll just start to be appearing in cars at the end of the decade.”