silicon

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jul 21, 2022 by Sam Jaffe · across every show →

Everything said about silicon, oldest first

Jul 21, 2022 neutral

Prediction Open · timeframe Jul 2032

Jaffe: Graphite will continue to dominate EV anodes over the next decade

“On the anode side, it's going to be for this next decade, it's, we're still going to be living in a graphite dominated world with more and more silicon coming into the The anode, but it's still going to be mostly graphite”

Sam Jaffe Jul 21, 2022 ▶ 34:22 Seeking the holy grail of batteries

Oct 10, 2024 neutral

Assertion Not checkable as stated

Frith: Chinese battery makers lack international IP for next-gen chemistries

“The technologies that are about to be adopted and, you know, going back to Silicon as an example here, right, imminently going to be adopted in electric vehicles. A lot of Chinese companies don't have the freedom to kind of operate and sell that material outsi…”

James Frith Oct 10, 2024 ▶ 42:45 Unpacking China’s cheap battery costs

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silicon

Everything said about silicon, oldest first

Turn any episode into a week of clips.