Starting from 15:58 they talk at length about Tesla Gigafactory. Prabhakar@LG Chem and Brett Smith from the Center for Automotive Research were positive on how it will change the landscape, but Sastry from Sakti3 takes a dig at Elon's decision to stick to one or more specific form factors and she peddles their company's Li based solid state technology which according to her completely eliminates the issue of form-factors, spacing, packing and cooling issues. She believes the current Lion technology will be a bridge to an eventual solid-state tech and the incentives that are currently in place are absolutely necessary to get to that day when their company's solid state tech will bring the price down to $100/kWh and also solve a host of other issues that plague the current Lion electrolyte based tech. She believes that they will get there for non-automotive use cases in two years and 'shortly' thereafter for EVs also. Tesla's solution was referred as 'old school traditional solution' using commodity cells.
Predictably all of them panned hydrogen fuel cells. And also the fancy ones like Zinc-air etc.. As per Prabhakar, 'not in our life times'
Ann Marie Sastry is an amazing 'smooth' talker. She can sell anything.
