Hakan Gunes 🇨🇦

You can have my answer now Senator, nothing

[Hakan Gunes 🇨🇦 @Stvcarell]

$QS @QuantumScapeCo @ironmantimholme Intel's early investors (1971-1980) saw a 100x return not because Intel was a good company, but because it laid the groundwork for the future of an entire industry. Quantumscape is trying the same thing for batteries. QS isn't just making a better lithium-ion battery; it's inventing a solid-state lithium-metal platform. That's exactly what Intel did with its microprocessor platform. QS is trying to do the same with its solid-state battery platform. Intel didn't make computers (Dell, HP, IBM), it sold chips. Quantumscape won't make EVs; it licenses or sells the battery cores (separators/IPs/cells) to OEMs. I'm investing in Quantumscape not because I want to invest in a battery company, but because I want to invest in a platform layer for a whole new wave of electrification. Quantumscape isn't aiming for mass production; it wants to be the brains behind the battery by licensing the Cobra separator + lithium-metal cell architecture.

[Hakan Gunes 🇨🇦 @Stvcarell]

@C1_dF9432 @QuantumScapeCo @ironmantimholme I think they will manage the process well with someone experienced like Geoff Ribar.

[Hakan Gunes 🇨🇦 @Stvcarell]

$QS @QuantumScapeCo @ironmantimholme Let's say Honda decided to use Quamtumscape technology and LG Energy Solution, with which it had a previous relationship, agreed. In this case, who will pay for Quamtumscape and how? Will Honda or LG pay for Quantumscape? There are 3 possibilities. Scenario 1: Honda is the licensee (most likely if Honda signs the licensing agreement)

* QuantumScape licenses its technology to Honda.
* Honda hires LG to manufacture the cells.
* Honda pays QuantumScape (license fees, milestone payments, royalties).
* Honda pays LG a manufacturing fee.

In this case, LG is acting as a contract manufacturer and does not need to pay QuantumScape directly.

⸻

Scenario 2: LG. is the licensee

* QuantumScape licenses its technology directly to LG
* LG manufactures the cells.
* LG pays QuantumScape.
* LG then supplies the cells to Honda.

This would be similar to how PowerCo is the manufacturing licensee for Volkswagen Group.

⸻

Scenario 3: Three-way arrangement

It's also possible that:

* Honda, LG, and QuantumScape all sign related agreements.
* Honda funds development.
* LG licenses the manufacturing technology.
* Payments are shared according to each contract.

This type of arrangement exists in some industries, although QuantumScape has not announced anything like this.

Which is more likely?

If Honda wants LG to build QuantumScape-based cells, I think Scenario 2 could be attractive because LG would be the company actually operating the manufacturing process and using QuantumScape's proprietary know-how.

However, if Honda wants to retain tighter control over the technology relationship, Scenario 1 is also plausible.

The key point is that someone using QuantumScape's proprietary manufacturing process would need the legal right to do so. The party receiving that right—the licensee—is typically the one that pays QuantumScape.

Until QuantumScape announces a commercial agreement with Honda beyond the current joint research agreement, we can't know which structure they would choose. https://t.co/ouyrZ2oVSv

[Hakan Gunes 🇨🇦 @Stvcarell]

@NeedleStrat @QuantumScapeCo @ironmantimholme We are so close .

[Hakan Gunes 🇨🇦 @Stvcarell]

$QS @QuantumScapeCo @ironmantimholme The reason Quantumscape's revenue hasn't started immediately is because they've chosen a complex IP (Information Technology) method, the most valuable IP method: research, with knowledge, with help, with know-how. This is a high-touch business model. This is a long-term, high-margin business (and best for us investors because it adds more value to the company), and Quantumscape is deliberately following this licensing model. Unlike traditional licensing models, they don't license patents; Quantumscape licenses an entire production platform, which is why Siva calls it high-touch. Revenue may seem slow, but they're very close, and I absolutely believe they will succeed.

[Hakan Gunes 🇨🇦 @Stvcarell]

$QS @ironmantimholme @QuantumScapeCo Looking at the slides today, I saw that Quamtumscape has updated its technology assessment (the OEM has become JRA/JDA). Powerco is ahead, and if successful, Quamtumscape will reap several benefits: improved manufacturability, lower perceived risk, faster technology transfer, and stronger commercial credibility.

[QuantumScape @QuantumScapeCo]

.@Honda R&D Co., Ltd. put our solid-state battery technology through rigorous evaluation. Now we're moving into a multi-year joint agreement together. Hear from QS CEO Dr. Siva Sivaram and Honda's Atsushi Ogawa on what's next. https://t.co/mnMZrqluiz

[Hakan Gunes 🇨🇦 @Stvcarell]

https://t.co/R0E3U0n42S I believe Quantumscape will be involved in this collaboration.@QuantumScapeCo

[QuantumScape @QuantumScapeCo]

Every square foot of an AI factory costs a fortune. So does every watt of wasted power. Part 2 of our intelligence density series is live. →https://t.co/HvHOOw49Mg

[Hakan Gunes 🇨🇦 @Stvcarell]

@BullRush__ @QuantumScapeCo @ironmantimholme @C1_dF9432 @Defiantclient2 @JKeynesAlpha @kingaj408 @sridhar_kondoji 👍

[Hakan Gunes 🇨🇦 @Stvcarell]

$QS @QuantumScapeCo @ironmantimholme @C1_dF9432 @Defiantclient2 @JKeynesAlpha @kingaj408 @sridhar_kondoji @BullRush__ If Quantumscape did not or will not receive payment, why did they prepare such a slide? The interesting part is that PowerCo appears directly under the Collaboration & Licensing section.
That suggests QuantumScape believes PowerCo has advanced into the licensing phase.
If PowerCo is truly in that phase, investors naturally ask:
“Have the first licensing payments already started?” If QuantumScape had zero expectation of ever receiving licensing payments from PowerCo, it would be strange to place PowerCo under the Collaboration & Licensing box and highlight that stage in its investor presentation. Quantumscape licensing revenues will start flowing by the end of this year. If I remember correctly, July 2024 was mentioned (a $130 million licensing agreement was discussed, was the agreement expanded in July 2025?) I'm curious to know what you think about this.

[Hakan Gunes 🇨🇦 @Stvcarell]

@Defiantclient2 @QuantumScapeCo @ironmantimholme @C1_dF9432 @JKeynesAlpha @kingaj408 @sridhar_kondoji @BullRush__ I think another reason is that PowerCo was the first company to support Quantumscape. For example, other OEMs will have to pay more for licensing fees.

[Tim Holme @ironmantimholme]

“The electric car market reached new highs in 2025, growing by 20% from 2024… The sales share of electric cars in the overall car market increased to 25%. This marked the fifth consecutive year in which annual electric car sales increased by about 3.5 million... As a result, about 5% of the global car stock is now electrified, displacing 1.2 million barrels of oil per day in 2025.”

https://t.co/ToeTcX2flh

[QuantumScape @QuantumScapeCo]

Excited to partner with @Honda to advance QS solid-state battery technology and manufacturing. Their rigorous evaluation and engineering excellence validate the potential of QS technology across automotive and other applications. https://t.co/pOhqckhw8R

[Hakan Gunes 🇨🇦 @Stvcarell]

$QS Where Honda Could Use QuantumScape Batteries (Much Larger Than Just EVs)

Honda is not like Tesla.
Honda is not like Volkswagen.

Honda is a multi-sector mobility and electronics conglomerate.

If Honda and QS reach a deal, these are ALL the places QS batteries could enter: Honda Electric Cars , Honda Motorcycles (HUGE hidden market) , Honda Robotics Division Honda built ASIMO (world’s most famous humanoid robot before Tesla Optimus).

Honda still develops:
•industrial robots
•assistive robots
•mobility robots
•autonomous service robots QS fits all three perfectly. This is a major long-term opportunity.

Honda Drones and Air Mobility (THIS IS BIG) : Honda is developing:
•advanced drones
•eVTOL aircraft
•small electric aviation systems
•hybrid jet-EV concepts for 2030+
Honda Power Equipment & Storage (the sleeper giant) Honda sells:
•backup generators
•power tools
•home energy storage
•industrial power units
•camping batteries
•lawn equipment

Every one of these product categories will go solid-state eventually.

A Honda–QS partnership unlocks 100 small but profitable product lines. Honda Marine (boats!) : Honda makes electric outboards and marine batteries. Do Honda and Murata have any partnerships?”

The answer:

YES — Honda and Murata already have deep connections.

1. Murata supplies Honda with MANY electronic components:
•sensors
•capacitors
•wireless modules
•automotive electronics
•power management systems

Honda is a major Murata customer.

Murata is one of the world’s biggest automotive electronics suppliers.

2. Murata also works with Honda’s motorcycle divisions

Especially in Asia:
•power modules
•BMS components
•communication chips
•safety systems

3. Murata works heavily in Honda robotics and control systems

Murata supplies key electronics for robotics and automation. Why this increases Honda–QS partnership odds

Honda trusts Japanese suppliers deeply.
Murata is one of their biggest partners.

QuantumScape’s ceramic separator manufactured by Murata =
Honda sees reliability and Japanese-style quality control.

That makes Honda MUCH more comfortable partnering with QS. If Honda becomes OEM #2: Honda could use QS batteries in:
•EV cars
•motorcycles
•scooters
•drones
•eVTOL
•robots
•boats
•power tools
•home energy storage
•portable power units
•industrial equipment

And the Murata connection dramatically improves:
•trust
•manufacturability
•long-term supply stability

This is why Honda–QS looks more likely each day.

[Tim Holme @ironmantimholme]

May 2026: Solar supplied a record 12.8% of US electricity, while coal fell to 12.2%, its fourth-lowest monthly share ever.
https://t.co/qMFvvPjjFk

[Hakan Gunes 🇨🇦 @Stvcarell]

@eeecapSistaken @QuantumScapeCo @ironmantimholme I think Quantumscape management has already sorted out the supply chain because they said a long time ago that they were using the (ASML - TSMC - Nvidia -) relationship as a model.

[Hakan Gunes 🇨🇦 @Stvcarell]

$QS @QuantumScapeCo @ironmantimholme Quantumscape's latest video is important. Basically the message given is; QuantumScape is trying to solve the energy bottleneck that limits how many GPUs can be deployed. Now companies like:

* NVIDIA
* Amazon
* Microsoft
* Meta
*Google

are building AI factories containing hundreds of thousands of GPUs.

AI workloads create huge power spikes. The key point is that AI is changing data centers.

Old Data Centers

Traditional cloud data centers mostly store data and run web applications.

Examples:

* Email
* Websites
*Netflix
* Banking software

Power demand was relatively predictable. The situation is different for new Data Centers and what Tim Holme focuses on is; AI requires more GPUs. More GPUs require much more power. QuantumScape believes its batteries can help bridge the gap between the electrical grid and the massive power needs of AI infrastructure by storing and delivering energy more safely and efficiently.

[Hakan Gunes 🇨🇦 @Stvcarell]

@C1_dF9432 @IvanHri91235556 😁

[Hakan Gunes 🇨🇦 @Stvcarell]

$QS If QS’s solid-state cells meet automotive grade, then using them for data-center or grid storage will be easier, faster, and equally profitable.

That’s why Holme’s comment matters: it quietly hints that QuantumScape’s next major growth engine after EVs could be AI-powered infrastructure — and they already have the partners to make it happen. Actually If a QuantumScape solid-state cell meets automotive standards, deploying it in a stationary rack beside servers is almost plug-and-play. For EVs, every OEM must re-design battery packs, qualify safety, pass crash tests, etc.

So it could be before EVs. Depending on the stage and how far they have progressed in their partnership with Fluence Energy

[Hakan Gunes 🇨🇦 @Stvcarell]

$QS If QS’s solid-state cells meet automotive grade, then using them for data-center or grid storage will be easier, faster, and equally profitable.

That’s why Holme’s comment matters: it quietly hints that QuantumScape’s next major growth engine after EVs could be AI-powered infrastructure — and they already have the partners to make it happen. Actually If a QuantumScape solid-state cell meets automotive standards, deploying it in a stationary rack beside servers is almost plug-and-play. For EVs, every OEM must re-design battery packs, qualify safety, pass crash tests, etc.

So it could be before EVs. Depending on the stage and how far they have progressed in their partnership with Fluence Energy

[Hakan Gunes 🇨🇦 @Stvcarell]

$QS 1.QuantumScape has developed solid-state batteries with:
•Zero fire risk (solid ceramic separator)
•Extremely long cycle life
•High temperature tolerance
These are exactly what’s needed for AI data-center storage.
2.Fluence Energy (QuantumScape’s partner) already builds industrial-scale battery containers that power:
•Grids for Siemens, AES, and utilities,
•Commercial facilities, including data centers.
3.This makes QS + Fluence a perfect pairing for this next industrial wave:
•Fluence provides the energy-management platform,
•QS provides the solid-state battery tech.

The AI data-center battery market could exceed $300 billion by 2030.
•It’s much easier to deploy QS batteries here than in cars (no vibration, fewer safety certifications).
•If QS scales B1 → B2/C samples successfully, Fluence could rapidly integrate them into AI-ready storage racks.