In my view, there are three major shifts taking place in automotive. This is the framework upon which I size up what is taking place within the industry.
These three are explained within the video.
▶️ 3Speak
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That is interesting. I guess a lot of companies need to improve how they do things to stay competitive. I recently read an article where LG was able to develop dry batteries. This could make EVs cheaper and is even better for the environment.
Yeah. The dry process is the holy grail it seems to many. Nobody has been able to scale it including Tesla.
They seem to be a strong company. I would say they will ramp rather quickly.