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No. of Recommendations: 3
Batteries are mostly about chemistry, and chemistry is a mature science.

The move to the 4680 model battery cell has some chemistry and lots of other innovation

1. Dry process
2. Tab-less
3. Larger diameter
4. Vertical cooling
5. Continuous manufacturing
6. Integral battery pack

What this means is that any advantage gained by better chemistry (silicon anodes?) is leveraged by less weight, lower manufacturing costs, and improved performance.

The other factor is that 4680 is practically here while QS solid state is at least four years away. But don't rest on your laurels. Apple is introducing ARM RISC chips to Macs displacing CISC chips. While RISC disrupted CISC in simpler applications over two decades ago, it took over two decades to disrupt CISC in laptops and desktops.

Seen from an investing point of view, for the time being 4680 is the winner but disruption happens.

Denny Schlesinger
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