Sam Jaffe

Raver, seer of visions, painter, piper, prisoner

[Sam Jaffe @samjaffe]

Anthropic wants to know about staying private after you're a $1 trillion company.

[Alex Grant @biglithium]

Staying private until you're a $1T company is unAmerican.

[Christian Keil @pronounced_kyle]

I am 35 years old, today.

And I've come a long way:

▸ 221 million miles around Earth's axis
▸ 20.4 billion miles around the Sun
▸ 158 billion miles around the galactic center
▸ 253 billion miles through the universe

[Sam Jaffe @samjaffe]

Look at the battery companies' profits too. CATL made $7.1 billion in 2024 and clearly beat that in 2025 (q4 still TBD). CATL has the largest R&D effort in the battery industry and I've heard employs more Ph.D.'s then there are electrochem Ph.D.'s in the entire U.S.

[Michael Dunne @dunne_insights]

How much left for R&D?

Chinese Automaker Profits / 2025
BYD: $4.5B
SAIC: $2.2B
Geely: $1.8B
Leapmotor: $25 million
Xpeng: Negative
NIO: negative for year (Q4 profit of $100m)

Comps:
Toyota: $31.5 billion
GM: $12.7 billion
BMW: $8.1 billion

[Sam Jaffe @samjaffe]

@jczuleta Juan Carlos: the link you provided for this is not working. Do you have an updated link?

[caleb ho 🇺🇸 @K_leeeb]

If you're a young adult optimizing for high impact in the world. Do manufacturing. It's not sexy, but it’s the backbone of nearly every meaningful industry.

[Sam Jaffe @samjaffe]

I'll be talking about Mana Battery and its exciting data and innovative approach to building batteries tomorrow at AABC.

[Sam Jaffe @samjaffe]

Big move in the magnesium world.

[Alex Grant @biglithium]

With this joint venture, Magrathea graduates from tech R&D to building an industrial project in zip code 71860. Making magnesium in America again is quickly becoming very real!

[Alex Grant @biglithium]

With this joint venture, Magrathea graduates from tech R&D to building an industrial project in zip code 71860. Making magnesium in America again is quickly becoming very real!

[Sam Jaffe @samjaffe]

All my heart is with the family of Tamir Nimrodi today. He was taken hostage on October 7th and then murdered. His body was returned yesterday. He was a good friend to my daughter and a good man.

[Alex Grant @biglithium]

We don't publish much about @magratheametals' technology pilot work because it's highly need-to-know with external stakeholders. However I'm gosh-darn gobsmacked by what our team has pulled off and I'm going to brag about them now.

[Sam Jaffe @samjaffe]

Which one is giving you the most anxiety? Eggshell, Parchment or Sea Foam?

[Miranda Nover @mirandanover]

designing an app has me losing sleep over different shades of white

[Sam Jaffe @samjaffe]

On specs alone, the SU7 is comparable to a Model S. That makes it comparable to a Taycan. On price it’s in the Model 3 range. Don’t freak out about everything from China. But this car is freak-out-worthy. Just ask Jim Farley.

[Aaron Slodov @aphysicist]

this car isn't even close to a porsche taycan. if people were honest they'd do side by side comparisons but of course that breaks the narrative.

[Aaron Slodov @aphysicist]

this car isn't even close to a porsche taycan. if people were honest they'd do side by side comparisons but of course that breaks the narrative.

[Sam Jaffe @samjaffe]

Absolutely love this thread.

[Magrathea @magratheametals]

If God wanted us to make metal sustainably, he would have given us:

[Sam Jaffe @samjaffe]

Yesterday should have been the worst summer electricity emergency in Texas history. But ERCOT has changed in the last two years. Wholesale pricing at $20/MWH! This is what happens when dozens of GW of new solar and batteries enter a grid. And it's only just begun.

[Doug Lewin @douglewinenergy]

One of the hottest days of the year so far in Texas: 53% of the power on peak is coming from solar & wind. Wholesale power is ~$20 per megawatt-hour or 2 cents per kilowatt-hour. No conservation calls, no energy emergencies. ~20 gigawatts of extra power just sitting around.

[Sam Jaffe @samjaffe]

With the imposition of the 93% AD-CVD tariffs on any graphite from China announced today, it becomes much harder to make an affordable battery in America, unless you know where to score some U.S.-made graphite (you can't; it doesn't exist yet and might not for 3 more years).

[Sam Jaffe @samjaffe]

What a fascinating paper. Battery degradation is one of the last great frontiers of electrochemistry. This paper explores the principles debonding of particles from the electrolyte matrix. Turns out that particle size is key. https://t.co/EjhsHwXsOw

[Sam Jaffe @samjaffe]

@KevinGShang Interesting separator advance. They somehow managed to double the porosity and still maintain the required structural integrity for it to work in a roll to roll environment. The SEM images look more like a fibrous separator than polymer. Who did the breakdown? Is it public?

[Magrathea @magratheametals]

Apple veteran joins Magrathea as COO.

https://t.co/Ya1bv5dcnr

[Luca Greco @lucagrecoita]

“Magnesium metal is the perfect case study of what American trade protection without industrial policy leads to: divestment from the United States and industrial decay.” ~ @biglithium

https://t.co/M6f9dnfIOL