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  "documentTitle": "QuantumScape (QS)",
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  "presentationDate": "2021-04-15 00:00:00",
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  "notes": "Uses testimonial evidence to frame the company's technical claims as academic rather than industrial-grade.",
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      "text": "Ex employees call single-layer merely \"academic\" and the lack of multi-layer data \"super concerning.\"",
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      "text": "Quantumscape’s dendrites test is already cheating by using a small two-dimensional surface area – but the challenges grow exponentially when layers are stacked and it becomes a three-dimensional problem as well.",
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      "text": "Ex-employee states that you can't claim to have solved dendrites if the only data is single-layer \"If you want to say you have solved the dendrites problem, you have to show you solved the problem in a real product, in a multiple-layer battery. [The lab prototype] is just a single layer. A prototype that has two anode layers. That's not enough. That's academic. That still stays at a university. It's not industry.\" – Former R&D employee",
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      "text": "Former R&D employee calls lack of multi-layer dendrites data \"a real concern\" \"Can they solve dendrites at scale? Can they solve it to be cost-effective? They still haven't done anything in a multi-layer pouch, which I would say is super-concerning to me from a timeliness perspective. Not having anything in a multi-layer cell is a real concern for me...The separator has a job to do to stop dendrites but the separator also has to do other things: it has to conduct lithium, and it has to interface with the anode and with the cathode. It has to be manufacturable at scale. If you've tried to solve those problems all divorced from each other, that doesn't mean that they all go back together—the solutions these come with all go back together. I would try to understand what do you have in a full cell? What do you have in a multi-layer cell, and if not, why not? Why doesn't it work?\" – Former R&D employee",
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      "text": "\"If you want to say you have solved the dendrites problem, you have to show you solved the problem in a real product, in a multiple-layer battery. [The lab prototype] is just a single layer. A prototype that has two anode layers. That's not enough. That's academic. That still stays at a university. It's not industry.\" — Former R&D employee; \"Can they solve dendrites at scale? Can they solve it to be cost-effective? They still haven't done anything in a multi-layer pouch, which I would say is super-concerning to me from a timeliness perspective. Not having anything in a multi-layer cell is a real concern for me... What do you have in a multi-layer cell, and if not, why not? Why doesn't it work?\" — Former R&D employee",
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      "text": "Source: Scorpion Capital consultation calls with experts",
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      "text": "Red flag 6: QS dendrites test used a single-layer cell, which is meaningless as a typical cell may contain 100+ layers. Ex employees call single-layer merely \"academic\" and the lack of multi-layer data \"super concerning.\"",
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      "text": "3) Phony claim A: Solid-state material resists dendrites",
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