Replies to post #761 on Giga Factories and Battery Companies

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https://www.linkedin.com/posts/kieranoregan1994_20260429090134-share-7457019978970603520-Q_yj?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

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Make sure you read the comments, best post with comments I have read this month🙂

I own a DJ drone it is nice. I need to buy the googles.

https://www.linkedin.com/posts/trevor-francis-5420126a_dronepolicy-ndaa-blueuas-ugcPost-7456054635657854976-0Hb_?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

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Live event starts in:35m
Starts in half an hour. Listen here and you do not have to sign up on sldp.
https://stocktwits.com/symbol/SLDP

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Do I start an AI message board with semi conductors and AI?
How about one just for comments?😁I love comments🥰time to pay attention and learn.
https://www.linkedin.com/feed/update/urn:li:activity:7456181666756280320/?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

MCP, RAG, and Skills are not alternatives. They solve different parts of the same problem.

Most people confuse them because they all involve "giving AI more capability." But they operate at completely different layers.

MCP: The Connection Layer MCP is about connectivity. Your model can't talk to Slack, search engines, or databases on its own.

MCP fixes that with a standardized protocol:
? Query comes in
? MCP Client picks the right server
? Server fetches data or triggers an action
? Everything gets sent back to the model

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15 patents you might want to follow her.
Video in link.

https://www.linkedin.com/feed/update/urn:li:activity:7457799227948113922/?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

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You are welcome.

AMPX earnings.
https://ir.amprius.com/news-events/press-releases/detail/165/amprius-technologies-reports-first-quarter-2026-financial-results-and-recent-business-highlights

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Bought back half of what I sold 🥰

2026 go ampx

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https://www.linkedin.com/feed/update/urn:li:activity:7459487543839870976/?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

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SES AI Shifts Toward Defense And Storage With New Contracts And AI
May 09, 2026
Simply Wall St
Reviewed by Bailey Pemberton
https://simplywall.st/stocks/us/capital-goods/nyse-ses/ses-ai/news/ses-ai-shifts-toward-defense-and-storage-with-new-contracts

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May 8, 2026
For decades, America watched as manufacturing moved overseas and China rose to dominate the global supply chain. But what did the United States lose in the process, and what happens when the products powering modern life are no longer made at home? In this Bizumentary, we explore the collapse and resurgence of American manufacturing through the lens of Unusual Machines, a drone parts company betting that the future of innovation, production, and national security can still be built in America.

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I went full out research on ses as of late from the people who give thumbs up on SES post on linkedIn and much more loaded up this time. And spending my time on stocktwits, lucky me there is a lady on that board who knows ses well easier to fight off the bears.
https://www.linkedin.com/posts/jonathanscharf_r-zinc-ugcPost-7461124231720800256-fz0l?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

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For drone battery what is the average cycle life? Much less then cars I would assume.
https://stocktwits.com/symbol/SES


Amprius Forms Domestic Partnership to Support Silicon Anode Battery Production
Amprius has partnered with Nanotech Energy to secure U.S.-based production of its silicon-anode lithium-ion cells, supporting NDAA-compliant supply for defense and aerospace applications
By Eleanor Widdows / 10 Feb 2026
https://www.unmannedsystemstechnology.com/2026/02/amprius-forms-domestic-partnership-to-support-silicon-anode-battery-production/

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Live Demo | MU-StarSeeker: Agentic AI for Frontier R&D Workflows

May 27, 2026 views 40

MU-StarSeeker in MU-3.0 release expands Molecular Universe from AI-assisted research workflow to agent-managed materials discovery automation, from molecule search and formulation optimization to cell performance prediction and manufacturing quality guidance.

Traditional battery R&D is slow, fragmented, and resource-intensive. Developing and commercializing a new chemistry could take 10 years to go from lab-scale R&D through A-sample, B-sample, C-sample and finally SOP, involving tedious manual iterations across materials search, formulation, simulations, testing, and validation. Starting with MU-3.0 release, MU-StarSeeker is built to disrupt that traditional model by turning isolated research steps into automated and continuously learning agent-managed workflow.

Key Advances in MU-3.0 Include:
1. MU-StarSeeker, Agent-Managed Material Discovery Workflow Automation

2. MU-3.0 Supports Both Lithium and Sodium Chemistries

3. Closed-Loop Dry and Wet Data Through Autonomous Labs (“A-Labs”)

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$UMAC merged with Upgrade Energy recently.
https://www.stocktitan.net/sec-filings/UMAC/8-k-unusual-machines-inc-reports-material-event-2300c75fde49.html
Upgrade Energy puts $ampx cells into packs and they sell to drone companies.
https://www.upgradeenergytech.com/collections/amprius?srsltid=AfmBOor1Yu14iH_9fLvn_trKeNTfbRL-C0kZjUHCV--YhNFhppEpYKIN

Tom Stepien, from amprius said a few weeks back companies were talking about mergeing or partnering with $ampx.

$SES is also into drone batteries. They could be next on $UMAC list to aquire. Also Don Jr is on $UMAC board.

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The dude stole my idea🤔not really🤫
https://www.linkedin.com/posts/mark-ma-23334b26b_swcnt-singlewalledcarbonnanotubes-carbonnanomaterials-share-7467091044413698049-sJCR/?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg