The Limiting Factor video series on Novonix, page-88

Yes, you are right. The battery world watches Tesla. No one will sign a deal with NVX until after BD. The Samsung deal is a small one off token deal which at least ratifies our tech. If Tesla goes with a silicon/syngraph anode the rest of the battery world (BW) will follow and it will cement in the anode for the next decade or more. If Tesla comes up with some new fang dangled tech then that will cement the death of our anode. So no one has anything to lose by waiting and following Tesla's lead but a lot to lose if they go it alone early. So when I say we need BD out of the way its not just about NVX on BD its about the silicon/syngraph anode, amongst other potential tech advances IMO. So if Tesla goes with Silion's anode, no problem others will sign up for ours. Feral