Mercedes-Benz Engaging Sila & ADO — Dual-Track Silicon Anode Evaluation?

How ADO’s Target Compares to Sila Nanotechnologies

	Feature	AnteoTech (Ultranode)	Sila Nanotechnologies (Titan Silicon)
1	Silicon Content	~70% (unrefined Si)	~10–15% (engineered Si nanopowder)
2	Cycle Life Target	≥1,000 cycles	~800–1,000+ cycles (reported)
3	Energy Density (Wh/L)	TBD — aiming for high density	>800 Wh/L (cell-level, verified)
4	Cost Structure	Low-cost, scalable	High-cost, precision-engineered
5	OEM Status	Evaluation order from Mercedes-Benz	Production deal for G-Class with Mercedes-Benz

• Sila achieves high cycle life through advanced composite anode materials and precise nanoengineering, but it comes with higher production cost and complexity.

• ADO seeks to bypass these barriers with a chemistry-led solution (via AnteoX) that allows for cheaper and more scalable manufacturing using raw silicon.

Strategic Implication

If ADO can prove 1,000 cycles at 70% Si content with competitive energy density, it would represent a paradigm shift:

• From “materials engineering” (Sila) to “chemical formulation” (ADO),

• Making high-performance silicon anodes accessible for mass-market EVs, not just premium models.

This is likely why OEMs like Mercedes-Benz are evaluating both technologies — one represents a known, performance-focused path (Sila), and the other a potentially disruptive cost-performance breakthrough (ADO).

" If ADO can prove 1,000 cycles at 70% Si content with competitive energy density, it would represent a paradigm shift "

This is the reason so many of us are sitting on our losses - waiting to see if this miracle can be realised.

Reality is the only demonstrated achievement thus far is 1,000 @ 20% Si

Perhaps ADO can get us close enough that a partner with additional expertise and deep pockets may believe they can work with us to get us to the promised land.

Incredibly frustrating waiting around in a information blackhole