[microdrum]

No. Enovix beat them to market (seemingly by just a few months) with a 100% silicon anode. These two companies will change the world, the only question will be is it Enovix (which makes whole batteries) or Sila (which only makes anode materials).

[panick21]

What matters is how good your batteries are compared to price and at what scale. What combination of silicon/graphite or other materials is used doesn't really matter.

I for one am more exited about Tesla mixing metallic silicon with graphite, rather then these complex composite particles. I think that will be much easier to scale.

[marcodiego]

> These two companies will change the world [...]

That is a bold affirmation. Do you have data to back up your claim?

[AussieWog93]

It's a prediction of the future. Even with all the data in the world there's no way you could make an accurate call.

[Koiwai]

A data backed assumption is still better than a wild guess.

The sun will rise tomorrow, this is a prediction of the future, I'd say it will turn out to be pretty accurate.

[AussieWog93]

When it comes to predicting something like the impact of a new technology or the success of a startup, I'd argue it's worse.

At least a wild guess doesn't pretend to be anything more than hope and speculation.