Update shared on 21 Oct 2025
QuantumScape ($QS) has reached an important milestone today. We anticipate a critical update detailing the progress of their solid-state battery technology and any potential disclosures concerning their new OEM partner. This progress occurs against a backdrop of significant macro tailwinds, notably the unfolding material supply crisis in China, which fundamentally increases the strategic importance and value proposition of QS's innovative battery solution.
Sharing QuantumScape QS technology benefits Tesla, VW, the USA, and the broader industry because QS non-exclusive licensing model provides the quickest, safest path to the Next-Generation Battery Standard.
This anode-free solid-state technology offers game-changing specs that enable Tesla's Robotaxi , Optimus vision and allow it to solidify its long-term battery strategy.
Crucially, the US-based IP and graphite-free design directly address the USA critical supply chain dependency on China and leverages massive IRA subsidies, allowing Western to collectively leapfrog Chinese Li-ion dominance and accelerate the global transition to EVs.
Protection through game changing. technology.
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