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batteries

3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Apr 17, 2025 by Josh Goldman · across every show →

Everything said about batteries, oldest first

Apr 17, 2025 bullish
Assertion Not checkable as stated
Goldman: High battery penetration requires tenfold increase in lithium production
“To, you know, to get to a high penetration of battery powered devices that we need a tenfold increase in lithium production relative to today.”
Josh Goldman Apr 17, 2025 ▶ 39:53 No Priors Ep. 111 | With KoBold Metals Co-Founder and President Josh Goldman
Apr 17, 2025 bullish
Prediction Not checkable as stated
Goldman: AI and battery transition requires unprecedented copper mining over 25 years
“To build, you know, to build a future that is powered by batteries and AI, by mid-century, we will need to mine, over the next 25 years, more copper than has been mined so far in all of human history.”
Josh Goldman Apr 17, 2025 ▶ 39:37 No Priors Ep. 111 | With KoBold Metals Co-Founder and President Josh Goldman
Oct 15, 2025 neutral
Insight
Dell: Batteries move energy through time; poles and wires move it through space
“Batteries move energy through time, right? Poles and wires move energy through space.”
Zach Dell Oct 15, 2025 ▶ 14:44 No Priors Ep. 136 | Base Power CEO and Co-Founder Zach Dell
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