defense
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 18, 2026 by Andy Lubershane · across every show →
Everything said about defense, oldest first
Jun 18, 2026 bullish
Lubershane: Ultra-dense batteries will commercialize in defense long before EVs
“Lithium-ion batteries we have today are kind of good enough from a range standpoint, so like, it would be cool to have a thousand watt-hour per kilogram battery, but not at four times the price. Like, I just don't, I think that would not get traction in the EV…”