S5:E225 In E224 I detailed the current state of Battery Tech and talked about 500Wh/kg as the inflection point for a new dynamic in electrical power. Today I’m talking about use cases and the potential for investment. The arrival of battery technology capable of sustaining a specific energy of 500 Wh/kg represents more than an incremental improvement; it is the widely recognized "holy grail" that redefines the boundaries of the energy industry and creates entirely new use cases and investment opportunities. (recorded 3.31.26)

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