{ "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": 123, "pageCount": 188, "prevPage": 122, "nextPage": 124, "slideType": "expose_contradiction", "function": "expose_contradiction", "density": "overcrowded", "nDataPoints": 0, "notes": "Uses expert quotes to frame the company's technical claims as a 'fraudulent narrative'.", "elementsJson": [ "headline_text", "paragraph", "quote_block", "footnote" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-32b620517ee9/123", "deckHref": "/decks/019dd923-622c-750b-8b9a-32b620517ee9", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-32b620517ee9.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-32b620517ee9#slide-123", "components": [ { "bbox": null, "kind": "callout", "text": "Claiming a breakthrough off a single layer sample is like using one transistor in 1940 to say you built an Intel CPU – \"It means they don't have good multilayer data\"; cracked cells, short circuits from dendrites when stacked", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd952-f5d1-75b6-b061-a0038f381ea3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.94, "x": 0.03, "y": 0.17 }, "kind": "paragraph", "text": "Solid-state experts explained the step-function difficulties that arise when going from a single-layer 2-dimensional cell to a 3-dimensional format with hundreds of layers.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "78b00b89-28a7-4888-ac0f-0862f20ea7d5", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.92, "x": 0.05, "y": 0.54 }, "kind": "quote", "text": "“If the pressure is not uniform, for example, you don't perfectly have the same thickness of electrolyte everywhere, some of these cells, you're going to change dimension faster than others in some layers. Then you have nonuniformities in pressure. Does that drive either cracking of this material? Does it drive dendrite formation in some area preferentially?” – Solid-state expert", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0fc98df3-87e8-47a6-ac44-b98be1e5d093", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.18, "w": 0.92, "x": 0.05, "y": 0.34 }, "kind": "quote", "text": "“I think the single transistor to integrated circuit comparison is somewhat relevant here. They've got a single-layer... But you get this stack under pressure, and you've got everything changing dimension, and if you don't have pressure, you'd probably get dendrites, you'd probably get nonuniform plating. Having a solid-state separator does solve some problems, but it also creates some problems.” – Solid-state expert", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "7b5c5a12-81d9-440b-80c3-2fe795dfb9cd", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.07, "w": 0.92, "x": 0.05, "y": 0.25 }, "kind": "quote", "text": "“I think it means they don't have good multi-layer data. Let's just start with that. They don't have good multi-layer data; that's what I would assume if I was looking at putting money in this.” – Solid-state expert", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e844020e-2f3a-4bb7-a962-cace146ae3ff", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "\"I think it means they don't have good multi-layer data. Let's just start with that. They don't have good multi-layer data; that's what I would assume if I was looking at putting money in this.\" — Solid-state expert; \"I think the single transistor to integrated circuit comparison is somewhat relevant here... you get this stack under pressure, and you've got everything changing dimension, and if you don't have pressure, you'd probably get dendrites, you'd probably get nonuniform plating.\" — Solid-state expert; \"If the pressure is not uniform, for example, you don't perfectly have the same thickness of electrolyte everywhere... Does that drive either cracking of this material? Does it drive dendrite formation in some area preferentially?\" — Solid-state expert", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd952-f5d1-75b6-b061-a635d728d9e9", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.03, "y": 0.92 }, "kind": "source-note", "text": "Source: Scorpion Capital consultation calls with experts", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b3e295a2-ad6c-4d58-ae21-cc9173bc726f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.09, "w": 0.94, "x": 0.03, "y": 0.07 }, "kind": "title", "text": "Claiming a breakthrough off a single layer sample is like using one transistor in 1940 to say you built an Intel CPU – “It means they don’t have good multilayer data”; cracked cells, short circuits from dendrites when stacked", "attrs": null, "subkind": "action-title", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0fd50934-dc6d-4147-8701-8bf74bdb6d13", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.46, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "4) Multi-layer cells: a fraudulent narrative to cover-up a failure", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ca3d428f-f79f-417a-baf0-4e9bfca76ba7", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [ { "name": "argument-from-analogy", "slug": null, "matchId": "fae077e3-6036-4a39-99f3-0b56aa8c12e4", "evidence": "Compares single-layer battery cells to a single transistor in 1940 vs an Intel CPU.", "confidence": 0.9 } ], "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 }