Skip to main content
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
Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.