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#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.

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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.

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


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Car pick, Alberta fields

 
 
 

1 則留言


David Piepgrass
David Piepgrass
2024年6月23日

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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