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battery industry

3 statements across 1 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Apr 30, 2025 by Gabe Elias · across every show →

Everything said about battery industry, oldest first

Apr 30, 2025 bearish
Opinion
Elias: Chinese oversupply keeps battery prices at unsustainably low levels
“I really think the battery industry specifically is artificially constrained by the oversupply, obviously, that we know from China, and that keeps the prices at a lower level than what's probably sustainable.”
Gabe Elias Apr 30, 2025 ▶ 25:25 Will VCs Back 3D-Printed Conformal Batteries?
Apr 30, 2025 bearish
Opinion
Wiseman: Battery market competition destroys pricing power and gross margins
“I'm concerned about the gross margins at this point. I'd want to see much higher margins, or at least a path that could get me to significantly higher margins, and I just think that speaks to the, unfortunately, the intensity of the competitive dynamics here, …”
Will Wiseman Apr 30, 2025 ▶ 18:46 Will VCs Back 3D-Printed Conformal Batteries?
Apr 30, 2025 bullish
Prediction Not checkable as stated
Elias: Competitors won't produce collector-free conformal batteries for a decade
“It's something that's not seen in the industry right now. It is emerging, I would say, in academia, and you might see it from other players in the next decade, but we're first movers because we had so much experience prior to starting this company.”
Gabe Elias Apr 30, 2025 ▶ 7:25 Will VCs Back 3D-Printed Conformal Batteries?
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