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  "documentTitle": "QuantumScape (QS)",
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  "notes": "Uses a quote from a VW employee to undermine the company's timeline.",
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      "text": "Even if VW commits to QS at that point, 5-year lead times for production roadmaps imply a QS revenue ramp between 2030-2040 - if the science is real.",
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      "text": "The combination of VW's current skepticism of Quantumscape's technology and 5-year advance planning for production schedules, supplier contracts, etc. in the automotive industry suggest that even if the science was real, and all questions related to manufacturability, scalability, cost, etc. were resolved favorably, then Quantumscape has a shot at ramping revenue sometime in the 2030's.",
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      "text": "Vehicles need to homologated in each and every single market, and there are so many questions also when it comes to the lifetime and other aspects of solid state batteries. We have no clue how solid state technology behaves in extreme temperatures, in crash situations, over a longer period of time, and this needs to be tested and evaluated. This foundation will take at least five more years, and then production needs to be planned, ramp-up, the facilities, and so on.",
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      "text": "Vehicles need to homologated in each and every single market, and there are so many questions also when it comes to the lifetime and other aspects of solid state batteries. We have no clue how solid state technology behaves in extreme temperatures, in crash situations, over a longer period of time, and this needs to be tested and evaluated. This foundation will take at least five more years, and then production needs to be planned, ramp-up, the facilities, and so on. — VW employee",
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      "text": "Source: Scorpion Capital consultation calls with experts",
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      "text": "VW indicates that just getting comfortable with solid-state cells is years away - \"this foundation will take at least 5 more years and then production needs to be planned\". Even if VW commits to QS at that point, 5-year lead times for production roadmaps imply a QS revenue ramp between 2030-2040 - if the science is real.",
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      "text": "11) A fake timeline and fake projections to grease the pump",
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