Have you talked to Maria Braga again recently?
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Elon Musk being Elon Musk... offensive :
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The only Elon in that is him in 2017 asking to see a sample.
I think there's room for competing technologies. The Maxwell solventless electrode manufacturing sounds promising. They project a roadmap to 500 wh/kg. That's the threshold for Elon's VTOL supersonic jet plane.