Finally got a chance to listen to this podcast. Couple observations I took from this:
1. He's a little hard to listen to as he talks very choppy with a lot of uh... uh...
2. As difficult as it is to listen when he's talking as noted above, I actually think some of that is him working through in his head what he can and cannot say as to not give away news or proprietary information and things happening within the company. I felt a lot of that was strategic pauses and thinking to not say too much.
3. If Endurian or any of crtg technology was a flop or not going anywhere I don't think they'd be doing as many podcasts, articles, journals, etc. as they have been doing this past year. I don't think you do these interviews with a technology that might be good someday as much as you do it with knowing you have a product that is about to come out and trying to get in front of as many people as possible without releasing too much information at non-strategic times that could affect the release or stock price, etc.
4. I am indifferent on evtol but if they are to the point where they are confident and able to be talking to these groups and journals and believe they have a product that can offer something to this industry, if they are able to compete in the evtol then they can probably compete anywhere as I believe the extreme weight requirements for these type of batteries are going to trump any other kind of battery technology for miscellaneous tools, vehicles, whatever it may be. If you can be competitive in a super lightweight battery it's always easier to move into the other less restrictive spaces I would assume.
