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jaspercwoodard

#8. Sila Update

Thesis writing is a time suck. Forget all of my formatting promises.


Sila announced a partnership with Mercedes Benz literally 11 days after I published my post on Sila car batteries.


Given how crucial quick timelines were to that prediction, I would revise it pretty massively upwards. Probably close to 50%, which jives with their own prediction.

End of 2025 - mid decade. I can buy it.


Car pick, Alberta fields

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You haven't written more articles? What happened?


Have you been able to invest in any companies with your analyses? Seems problematic that (i) you need a lot more information and expertise to value a company than just to estimate how likely their technology or factory (oir whatever) is to work, and (ii) early-stage companies tend to be hard to buy.

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