The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 13 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Not checkable as stated
Material's proprietary nanomaterial blend eliminates the need for current collectors
“So our secret sauce is really our specialized nanomaterial blend that we developed in-house over the last couple years, and what this allows us to do is create batteries without current collectors. That's how we can make these conformable shapes.”
Gabe Elias Apr 30, 2025 ▶ 7:13 Will VCs Back 3D-Printed Conformal Batteries?
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?
Prediction Not checkable as stated
Material expects its battery manufacturing costs to reach $85–$90 per kWh
“We expect to be able to manufacture at somewhere around the 85 to 90 dollars per kilowatt hour.”
Gabe Elias Apr 30, 2025 ▶ 11:43 Will VCs Back 3D-Printed Conformal Batteries?
Assertion Not checkable as stated
Material cuts nanomaterial manufacturing costs 100x to sub-dollar per gram
“We've actually developed a way to manufacture these nanomaterials at fractions of a dollar per gram, which is, I mean, a hundred X cost decrease over what we have in the lab.”
Gabe Elias Apr 30, 2025 ▶ 36:21 Will VCs Back 3D-Printed Conformal Batteries?
Assertion Not checkable as stated
Elias: Energy demand is far outpacing improvements in battery capacity
“Energy demand because of the bets we're all making is far outpacing increases in battery capacity.”
Gabe Elias Apr 30, 2025 ▶ 2:59 Will VCs Back 3D-Printed Conformal Batteries?
Assertion Not checkable as stated
Material's manufacturing platform creates conformal batteries of any size and shape
“Our manufacturing platform creates conformal batteries, any size, any shape, Offering tremendous gains in efficiency and energy density.”
Gabe Elias Apr 30, 2025 ▶ 3:09 Will VCs Back 3D-Printed Conformal Batteries?
Prediction Not checkable as stated
Elias: Future manufacturing will consolidate sub-assemblies into single machines
“And actually that's way a lot of manufacturing is going to go in the future. We're not just going to be making individual parts and sub assembling them. We're going to be consolidating those processes into singular machines or maybe two or three machines that …”
Gabe Elias Apr 30, 2025 ▶ 5:34 Will VCs Back 3D-Printed Conformal Batteries?
Assertion Not checkable as stated
Elias: Material's battery manufacturing platform is chemistry agnostic
“So we're chemistry agnostic, which is great.”
Gabe Elias Apr 30, 2025 ▶ 6:26 Will VCs Back 3D-Printed Conformal Batteries?
Assertion Not checkable as stated
Elias: Customizing battery nanomaterials incurs negligible cost for Material
“But these are all customizable, and they really don't cost us as a company much of anything to make that change for each customer.”
Gabe Elias Apr 30, 2025 ▶ 16:43 Will VCs Back 3D-Printed Conformal Batteries?
Assertion Not checkable as stated
Material currently produces batteries at $390 per kWh with 20% margins
“We're still able to achieve a 20% margin on batteries at an all-in production cost of 390 dollars per kilowatt hour.”
Gabe Elias Apr 30, 2025 ▶ 33:24 Will VCs Back 3D-Printed Conformal Batteries?
Assertion Not checkable as stated
Mercedes F1 consolidated thousands of engine intercooler parts into single 3D prints
“And we spent two years working on this project to take a couple thousand parts and consolidate it into a single print.”
Gabe Elias Apr 30, 2025 ▶ 8:52 Will VCs Back 3D-Printed Conformal Batteries?
Assertion Contradicted
Elias: Almost every iPhone produced today features an L-shaped battery
“Almost every iPhone that's produced now has an L-shaped battery.”
Gabe Elias Apr 30, 2025 ▶ 13:47 Will VCs Back 3D-Printed Conformal Batteries?
Assertion Not checkable as stated
Elias won seven F1 world championships as an engineer at Mercedes
“So when I started at Mercedes in 2014, I kind of reached the zenith. I was one of two Americans on the team. Living in England, and I won seven world championships in that process.”
Gabe Elias Apr 30, 2025 ▶ 8:04 Will VCs Back 3D-Printed Conformal Batteries?
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