{
  "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": 131,
  "pageCount": 188,
  "prevPage": 130,
  "nextPage": 132,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "overcrowded",
  "nDataPoints": 4,
  "notes": "Uses direct quotes from a former employee to frame the company's technology as physically unfeasible.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "quote_block",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-32b620517ee9/131",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-32b620517ee9",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-32b620517ee9.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-32b620517ee9#slide-131",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "An EV battery that expands by a foot between charge and discharge strikes us dead on arrival.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-f5d1-75b6-b061-d04605e34577",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.21
      },
      "kind": "paragraph",
      "text": "An EV battery that expands by a foot between charge and discharge strikes us dead on arrival.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "15086f6e-5ea7-469f-b270-d863f8f9e772",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.9,
        "x": 0.05,
        "y": 0.28
      },
      "kind": "quote",
      "text": "“It's a super-hard problem. Now, let's think about that in a multi-layer concept. I stack up 50 layers of anodes and cathodes and separators, and now every other layer expands. The anodes expand, the cathodes don't, and everything moves, and I've got to connect tabs to all of those layers to get current in and out, and I've got to keep it all compressed and consolidated. Imagine that every layer moves 30 microns.” – Former employee",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "24ab29c0-488f-4b62-91c7-b5df04d4199d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.9,
        "x": 0.05,
        "y": 0.45
      },
      "kind": "quote",
      "text": "“Let's say the total stack is 100 microns when it's discharged, and it charges to 130 microns, but now you stack that up to a meter in an electric vehicle battery. Now it's 30-cm. That's a foot of expansion. The percentage is still 30%. How do you deal with the fact that the terminal moved? The terminal physically moves by a foot. So, how do you absorb that? How do you come up with a concept that works there?” – Former employee",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a23f2661-3471-457f-a8a8-466234461b0f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "\"It's a super-hard problem. Now, let's think about that in a multi-layer concept. I stack up 50 layers of anodes and cathodes and separators, and now every other layer expands. The anodes expand, the cathodes don't, and everything moves, and I've got to connect tabs to all of those layers to get current in and out, and I've got to keep it all compressed and consolidated. Imagine that every layer moves 30 microns.\" — Former employee",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd952-f5d1-75b6-b061-d6ef643375d1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.25,
        "x": 0.05,
        "y": 0.63
      },
      "kind": "source-note",
      "text": "Source: Scorpion Capital consultation calls with experts",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ae787bbc-778f-41cf-939e-8fba2615c89a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.9,
        "x": 0.05,
        "y": 0.07
      },
      "kind": "title",
      "text": "Red flag 3 (cont’d): The former employee continued that it’s a “super-hard problem” that doesn’t even have a conceptual solution today - 40% cell expansion gets even worse with 50+ stacked layers; solid-state battery in an actual electric car would expand by one foot.",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3dd08775-834b-4fde-9995-e4783d40b148",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.46,
        "x": 0.05,
        "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": "5f4fb1ca-6fd2-48fb-b30d-2fa9d6c7a9f2",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "fraud-exposure",
      "slug": null,
      "matchId": "4952a44f-82a6-4a26-bc49-61333d803d31",
      "evidence": "The slide explicitly labels the narrative as 'fraudulent' and uses expert testimony to expose a technical impossibility.",
      "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
}