{ "docId": "019dd923-622c-750b-8b9a-32b620517ee9", "docSlug": "2ec39f20dd86", "documentTitle": "QuantumScape (QS)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-04-15 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 116, "pageCount": 188, "prevPage": 115, "nextPage": 117, "slideType": "expose_contradiction", "function": "expose_contradiction", "density": "dense", "nDataPoints": 2, "notes": "Includes a direct quote from a solid-state battery researcher and a visual breakdown of a chart from a QuantumScape presentation.", "elementsJson": [ "headline_text", "paragraph", "quote_block", "screenshot", "line_chart" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-32b620517ee9/116", "deckHref": "/decks/019dd923-622c-750b-8b9a-32b620517ee9", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-32b620517ee9.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-32b620517ee9#slide-116", "components": [ { "bbox": null, "kind": "callout", "text": "The solid-state battery researcher who we asked to analyze this data – a leader who is highly published in the field - pointed out yet another red flag: the current density profile makes no sense and, contrary to Quantumscape’s claim, does not represent actual laps around a car track.", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd952-f5d1-75b6-b060-7ee962c04dd3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.45, "y": 0.65 }, "kind": "chart", "text": "Current density vs Time chart showing asymmetric profile", "attrs": null, "subkind": "line", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0791aa4d-c108-4832-959b-972e38af84fb", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.26 }, "kind": "paragraph", "text": "The solid-state battery researcher who we asked to analyze this data – a leader who is highly published in the field - pointed out yet another red flag: the current density profile makes no sense and, contrary to Quantumscape's claim, does not represent actual laps around a car track.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "847d39d3-16d0-4c52-9068-e6f67ff8b21d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.4 }, "kind": "quote", "text": "\"The other thing we can see is current density of -20 while on the positive side it's only a 7 or 8. It's very asymmetric... I don't know why this cycling performance is considered cumulative track cycles in terms of laps...\"", "attrs": null, "subkind": "pull-quote", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5a974542-5168-4297-9fca-9b2c571da2cd", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "“The other thing we can see is current density of -20 while on the positive side it’s only a 7 or 8. It’s very asymmetric. So, it means plating and depositing. I don’t understand the reason why this profile is demonstrated. I don’t even know what positive and negative means. But basically, you’re depositing and stripping mass. I don’t know why this cycling performance is considered cumulative track cycles in terms of laps because, again, nobody in our field is using this type of protocol to show data because when we show cycle data, it’s usually 80% depth of charge under constant current conditions and how long it can cycle and we say 20% depth of charge” — Solid-state battery researcher", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd952-f5d1-75b6-b060-8201683c56d4", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.05, "y": 0.93 }, "kind": "source-note", "text": "Source: https://s26.q4cdn.com/263384136/files/doc_presentation/2021/1/Data-Launch-Updated-Post-Presentation-20210107-2.pdf", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "eedd9d45-4825-4f83-8e2d-316fd97295d7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "3) Phony claim F: \"Aggressive automotive power profiles\"", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "86eb162d-173a-4d3e-899d-02187e29711e", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [ { "name": "fraud-exposure", "slug": null, "matchId": "cf23fe3b-800f-43f2-a0e3-409f87cb9c0a", "evidence": "The slide explicitly labels the claim as 'Phony' and uses expert testimony to expose a contradiction in technical data.", "confidence": 0.95 } ], "arcBeats": [ { "to": 150, "from": 7, "beatId": "bb56e2cc-71d0-4a88-adf5-a740e3b3215c", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Critique of Quantumscape's claims and technology", "beatSlug": null, "evidence": "The document presents a detailed critique of Quantumscape's claims and technology.", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 149, "from": 8, "beatId": "f51b8fe3-6117-425f-a2bb-d0457528eb59", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Exposure of contradictions and red flags in Quantumscape's data", "beatSlug": null, "evidence": "The document highlights multiple contradictions and red flags in Quantumscape's data.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }