QuantumScape Deep-Dive w/ The Limiting Factor ๐Ÿ”‹๐Ÿคทโ€โ™‚๏ธ

28:56
 
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Manage episode 280569338 series 2416899
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nterview with Jordan Giesige from The Limiting Factor about QuantumScape, what to make of the latest investor day/battery data presentation. We discuss what it will take to scale QuantumScape's pouch cell into a full pack, and how they seemed to ignore the advances from Tesla's Battery Investor Day. I think QuantumScape's valuation of ~$26B ($73.73 per share), seems ridiculous based on what the company has achieved thus far. What are your thoughts on QuantumScape's technology and IPO?

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