Gene Munster, Steve Van SlounBattery 101: Battery Summit TakeawaysIn November, we attended the Piper Sandler Battery Summit. The event hosted 20 panelists in the battery world, from raw materials providers to cell manufacturers and downstream customers. Money managers are beginning to identify battery tech as a growth wave…Read more Redwood Materials, Tesla
Gene MunsterBattery 101: What’s Next in Batteries?The bottom line: While tech followers await in anticipation of the next battery tech breakthrough, it’s likely that the rate of improvement will prove to be incremental and continuous. We will still refer to the batteries in EVs as lithium-ion…Read more Redwood Materials, Tesla
Gene MunsterBattery 101: Battery Recycling Will Preserve the Future of EVsIn a recent interview with Ron Baron, Elon Musk said it’s likely Tesla will get into the mining and refining business in order to secure the critical elements needed for batteries. This is another reminder that demand for battery metals…Read more Themes
Gene MunsterBattery 101: The Chess Match Behind EV MetalsFor this third report in our “Battery 101” series, our goals are to outline the five most important metals used in lithium-ion battery chemistry, to identify the leaders in global production to date, and to share our outlook on the…Read more Redwood Materials, Themes
Gene MunsterMeta Anchors the Metaverse in the Future of WorkMeta Connect 2022 offered a clear roadmap of the company’s go-to-market metaverse vision. That vision is a departure from Meta’s roots in consumer-first social products and is anchored in the future of work. Targeting the enterprise is an advantageous approach…Read more Augmented Reality, Meta, Virtual Reality
Gene MunsterBattery 101: The CathodeWe’ve written about the imminent electrification of everything and the crucial role of the battery before. New segments are being disrupted by electrification, from homes to recreational vehicles to construction equipment. Essentially, anything powered by gas today will be electric…Read more Redwood Materials, Themes
Gene MunsterEV Sweet Spot Is Shifting from OEMs to BatteriesThe trend line is undeniable. Today, EVs account for about 5% of global car sales. In 2021, an estimated 16.5m EVs were on the road worldwide (according to IEA), compared to about 1.4B vehicles total. Within the next 20 years,…Read more Redwood Materials, Themes
Gene MunsterAI Day PrimerTesla’s second annual AI Day is coming up on September 30th. While the event is primarily geared toward recruiting talent for AI, software and chip development (confirmed by Elon on Twitter), it serves a second purpose of outlining the company’s…Read more Autonomous Vehicles, Tesla
Doug ClintonThe Pyramid of the Flexible MindFor any given topic — financial markets, individual stocks, entrepreneurship, politics — people fit into four categories: apathetic, interested, extremist and transcendent. These mindsets fill the pyramid in inverse order: The apathetic always make up the majority. Most people don’t…Read more Themes
Gene MunsterThe Future of Healthcare According to Big TechUS Healthcare accounts for 20% of the GDP. It’s not only a massive TAM, but it’s a sector that remains resilient even in the face of economic downturn. At the peak of the Great Recession (October 2009), the national unemployment…Read more Amazon, Apple, Google, Microsoft
