Interesting interview, with a few bits of information that stick out, Michelle Tokarz - "we're hoping because of the way that we engineer our materials that we
can get up to 10 to 15% silicon".
I'm not sure it works this way, but let's play. You have a graphite battery that will take your car 300 miles, then you remove 15% of the graphite and replace it with Endurion silicon that is 10X more energy dense than the graphite it replaced. So the 85% graphite portion of the battery will take you 255 miles. The 15% of graphite that was removed would take you 45 miles, but the silicon that replaces that 15% will take you ten times as far, or 450 miles. So add the 255 miles allotted to the graphite portion of the battery to the 450 miles that the silicon portion takes you and you get a total of 705 miles. That should make a market.
Bullish