The Wisdom Wall
9 quotable lessons, heuristics and mental models. Every one is playable at the moment it was said. No fortune cookies allowed.
“And that's what we've learned in the, in the last 10 years of the development of the, of the electric vehicle, is that the car is the battery. And it's not just the battery pack. The car is the battery cell. The car is the battery chemistry. And for the car company to, um, to just slough off the responsibility of…”
“The, the, the real prize with solid state is getting to a lithium metal batteries... you, you get the, the most energy dense possible anode you could possibly get, um, With a lithium metal anode.”
“fast charging is something that a, a, a new is going to appeal to a new buyer that's never owned an electric vehicle before, but once they get used to it, they realize this is, this is a, a, a nice to have, not a requirement.”
“The, the equipment suppliers are embedded in that factory for between one and two years, and the factory owner is married to those people. They become the most critical people in the, in the success of the company. And if you're not paying a hundred, just like in marriage, if you're not paying a hundred percent of your…”
“Once, if you've made the module here, you're going to make the pack here. You're not going to ship it to another continent to make the pack, and then ship it back here to put in the car.”
“you don't build a chemical factory in two years, in three years. You are lucky to do it in five years. You're lucky to build a mine in five years.”
“you can build a battery factory relatively quickly, I would say a two-year timeline to, to building it once the decision is made, the capital is raised, and the EPCs have been, uh, chosen. Um, It then, however, takes three years from the completion of that factory to get up to full optimization of that factory.”
“If you can imagine the, the, the complexity of battery manufacturing, it is not one factory. It is 18 mini factories doing separate things to build, to end up with a battery, all of which have to be choreographed and, and perfectly timed with each other to make it work and to optimize it.”
“really you're talking about a five-year timeline from the moment that the, the battery is completely designed and the design of the battery is finished to the moment that they produce the first car rolling off the assembly line with the battery in it is five years.”