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
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.
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
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.
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!
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!
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.
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.
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.
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.
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.
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).
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
@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?
“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