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J Keynes @JKeynesAlpha on x 9047 followers
Created: 2025-07-23 12:26:47 UTC
🚨 $QS isn’t waiting for the future. It’s already being built inside their factory.
One investor sourced private geolocation data from brokers tracking mobile ad-IDs (MAIDs) of employees across key Bay Area R&D centers.
What it revealed is a matrix of real-world interaction: engineers physically co-locating in the same buildings, at the same time, and for extended durations.
The index measures how often employees from different companies are seen together, how long they stay, and how consistently those interactions occur. It then normalizes the results to eliminate company size bias. Scores over XXX signal strong engagement, real technical workflows, and boots-on-the-ground validation. Scores under XXX show weaker or one-sided ties. A score of X means no connection at all.
When you isolate QuantumScape, the factory lights up: Tesla, Ford, Honda, VW, and Nissan are all showing deep physical presence on-site.These OEMs are engaging with QS like the tech is already part of their roadmap.
$QS This is what it looks like right before the street wakes up. The market is asleep. OEMs are not.
XXXXXX engagements
Related Topics realworld investment $qs