This video is very important for NVX, as Tesla wasn't clear about the specs of its silicone anode on battery day, so many people including me started to think about whether NVX will have its place on the anode market.To summarize this video, Jordan thinks that:1. Tesla silicone anode will reach max. 20-30% silicone content, the rest will be still graphite2. It might take several years to reach this3. It would be ~20% more energy dense, a few % cheaper, but it would sacrifice the longevity, so use case would be limited.
The Limiting Factor BD recap videos, page-9
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