[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  J Keynes [@JKeynesAlpha](/creator/twitter/JKeynesAlpha) on x 8730 followers Created: 2025-07-09 19:41:19 UTC $QS 👀 VW/PowerCo CEO Reveals QuantumScape Solid State Progress is happening "RIGHT NOW AS WE SPEAK" ‼️ In a recent podcast with Battery Associates on June 17th, when asked about solid state batteries and the market sentiment where "some people very bullish about it, some are very hesitant about it," PowerCo CEO Frank Blome delivered what may be the most comprehensive and optimistic update on QuantumScape's solid state technology to date. There's no doubt VW/PowerCo believes in QuantumScape's SSBs and Blome confirms that he "strongly believes in the technology," that they are remarkably close to the finish line of both getting them into vehicles and "industrializing" the manufacturing (see for yourself!). Here's his complete response that provides crucial insights for the battery investment community (punctuation cleaned for clarity): "Let's start from that end. The solid state technology, as we understand it, is not only a cell without liquid electrolyte. We think that if you want to go this path, you have to work with a lithium anode, so no graphite any longer. This brings you an advantage in weight, which is good, and an advantage, if you do everything right, also in cost, because you don't have to pay for the graphite. If not, the other components will eat up the advantage. So that is a high-performance application with high energy density. Charging is better because the lithium doesn't have to run all the way into the graphite. We see that the product QuantumScape develops, and we do the industrialization together RIGHT NOW AS WE SPEAK with the team on site. That's a challenge, it's a lot of new components, a lot of new production processes, but the proof of concept has been shown. And now we have to work out whatever: quality, production system, cost, to make sure we can finally bring it into our vehicles. I strongly believe in the technology because technically it's really fantastic to see it's working without graphite. It has to be robust. High energy density requires higher effort in robustness regarding thermal propagation and other things, and we have seen really good and promising results on that end. We are working on bringing the technology into production. I will not say when today, but we are quite optimistic that maybe in the next year we can announce how to move on." Why This Changes Everything for QuantumScape Investors This isn't just another development update, it's a complete validation of QuantumScape's approach from the CEO who will manufacture these batteries at scale. Here are the key bullish takeaways: Active Industrialization: The phrase "right now as we speak with the team on site" confirms that this isn't theoretical anymore. PowerCo and QuantumScape teams are actively working together on commercialization, not just research. Proof of Concept Validated: "The proof of concept has been shown," this is a massive milestone. The fundamental technology risk has been eliminated. The remaining challenges are production, not scientific breakthroughs. CEO's Personal Conviction: "I strongly believe in the technology because technically it's really fantastic to see it's working without graphite." This isn't corporate speak. It's genuine enthusiasm from someone who understands the SSB technology intimately. Timeline Clarity: "Maybe in the next year we can announce how to move on." This suggests concrete production timelines could be announced within XX months, validating $QS's public roadmap, moving from development to commercial deployment. Technical Validation: They've seen "really good and promising results" in critical areas like thermal management and robustness, addressing the main technical hurdles that have plagued solid state development.  XXXXXX engagements  **Related Topics** [Sentiment](/topic/sentiment) [$qs](/topic/$qs) [Post Link](https://x.com/JKeynesAlpha/status/1943032737817821625)
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J Keynes @JKeynesAlpha on x 8730 followers
Created: 2025-07-09 19:41:19 UTC
$QS 👀 VW/PowerCo CEO Reveals QuantumScape Solid State Progress is happening "RIGHT NOW AS WE SPEAK" ‼️
In a recent podcast with Battery Associates on June 17th, when asked about solid state batteries and the market sentiment where "some people very bullish about it, some are very hesitant about it," PowerCo CEO Frank Blome delivered what may be the most comprehensive and optimistic update on QuantumScape's solid state technology to date. There's no doubt VW/PowerCo believes in QuantumScape's SSBs and Blome confirms that he "strongly believes in the technology," that they are remarkably close to the finish line of both getting them into vehicles and "industrializing" the manufacturing (see for yourself!).
Here's his complete response that provides crucial insights for the battery investment community (punctuation cleaned for clarity):
"Let's start from that end. The solid state technology, as we understand it, is not only a cell without liquid electrolyte. We think that if you want to go this path, you have to work with a lithium anode, so no graphite any longer. This brings you an advantage in weight, which is good, and an advantage, if you do everything right, also in cost, because you don't have to pay for the graphite. If not, the other components will eat up the advantage.
So that is a high-performance application with high energy density. Charging is better because the lithium doesn't have to run all the way into the graphite. We see that the product QuantumScape develops, and we do the industrialization together RIGHT NOW AS WE SPEAK with the team on site. That's a challenge, it's a lot of new components, a lot of new production processes, but the proof of concept has been shown. And now we have to work out whatever: quality, production system, cost, to make sure we can finally bring it into our vehicles.
I strongly believe in the technology because technically it's really fantastic to see it's working without graphite. It has to be robust. High energy density requires higher effort in robustness regarding thermal propagation and other things, and we have seen really good and promising results on that end. We are working on bringing the technology into production. I will not say when today, but we are quite optimistic that maybe in the next year we can announce how to move on."
Why This Changes Everything for QuantumScape Investors
This isn't just another development update, it's a complete validation of QuantumScape's approach from the CEO who will manufacture these batteries at scale.
Here are the key bullish takeaways:
Active Industrialization: The phrase "right now as we speak with the team on site" confirms that this isn't theoretical anymore. PowerCo and QuantumScape teams are actively working together on commercialization, not just research.
Proof of Concept Validated: "The proof of concept has been shown," this is a massive milestone. The fundamental technology risk has been eliminated. The remaining challenges are production, not scientific breakthroughs.
CEO's Personal Conviction: "I strongly believe in the technology because technically it's really fantastic to see it's working without graphite." This isn't corporate speak. It's genuine enthusiasm from someone who understands the SSB technology intimately.
Timeline Clarity: "Maybe in the next year we can announce how to move on." This suggests concrete production timelines could be announced within XX months, validating $QS's public roadmap, moving from development to commercial deployment.
Technical Validation: They've seen "really good and promising results" in critical areas like thermal management and robustness, addressing the main technical hurdles that have plagued solid state development.
XXXXXX engagements
