Tag: science
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Sodium-ion vs LFP — the abundance-and-cost story inverts at the outcome layer, where the deciding variable is cumulative scale, not chemistry
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. All cell-property and cost figures are attributed to the specific cell, company announcement or institution (IEA, Benchmark); company claims, IEA/Benchmark projections and vendor targets are kept separate. Cross-cell properties differ in unit, chemistry…
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Solid-state batteries — the “always 5 years away” story: the headline specs are real, but the bottleneck is interfaces and large-area ceramic-separator manufacturing yield, not electrochemistry
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. All energy-density, cycle-life and charge-rate figures are attributed to the specific cell, sample and test condition reported; many are company measurements, company roadmap targets or trade-press claims rather than independently replicated, automotive-qualified data…
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The energy-storage landscape — the only chemistry that has won at the outcome layer is LFP; solid-state, sodium-ion and iron-air are still lab, sample and early-commercial
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. All cell specifications, prices and deployment figures are attributed to the company, trial or agency that reported them (IEA, BloombergNEF/BNEF, DOE); many are company claims or agency projections rather than peer-reviewed or independently…
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The memory wall and advanced packaging: the new Moore’s Law is bandwidth, not transistors
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. Inside the AI accelerator, the rate-limiting step is no longer logic (FLOPs) but memory bandwidth and the packaging that attaches it. If Moore’s Law was a transistor-density game, the…
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Computing power, now and next: a landscape map — where is the real bottleneck?
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. Computing-power debates compress into headline metrics (node nm, “N-times faster,” qubit counts, TB/s), but the step that actually blocks real use sits systematically next to those numbers. The landscape’s…
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Bio Foundation Models: Where the Capital Is, Where the Evidence Isn’t, and Why the Two Point in Opposite Directions
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. Capital and reproducibility in biology’s foundation models flow in opposite directions: the largest raise sits behind the most closed engine (Isomorphic Labs, a $2.1B Series B in May 2026,…
Uthando Nethemba 