CompetitionA key focus of the call was competition from Chinese giants like CATL and BYD and their diverse suite of chemistries.
Market ReactionsPrevious reactions to press releases resulted in significant stock increases, which later faded back to prior levels.
Technology And Scaling RisksInvestor risks include technology risk with QuantumScape's solid separator, scaling risks, timeline shifts in manufacturing, and competition risks from other next-generation technologies.