electric vehicle industry

“When prices crash like that, it's the stationary storage sector. It's like grid energy storage that actually sees the benefit from that From a cost perspective fastest. And that's one interesting dynamic. Whereas EV is what you think of, which is still EVs are…”

“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…”