That stood out to me as well.
In the back of my mind I think if I was Mercedes, and Anteo's 70% Silicon anode was testing well. Pushing back design freeze to include 70% Silicon Anode would be an option. Might push back revenues by 6 months. But for Mercedes a step change in batteries to fight the cheap Chinese EV's and for Anteo a much much bigger piece of the pie.
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