Battery Startup Due Diligence: A Case Study on Group14
Battery Talk Battery Talk
853 subscribers
3,520 views
60

 Published On Oct 18, 2022

In this Battery Talk video Jeff and Aubert take a close look at Group14, a silicon anode material company making headlines in the energy storage industry. They give an overview of the company and then rate them on a number of categories including: how they are Surviving the Valley of Death, how well they are Engineering into the Box, the Pain Points they will go through, how they Match their Technology to Market, and a very qualitative do Jeff and Aubert like them. Unlike other previous company reviews in their "Who's Doing it Right" series, this is a deeper dive and Jeff and Aubert also go into detail about what they look for, why those things are important, how they draw some of their conclusions, and where to find some of these public documents.

1:15 - Group 14 overview
2:00 - Rating System
2:30 - Surviving the Valley of Death
9:36 - Comparison to Silicon Ecosystem: SilaNano, Enevate, Enovix, and Amprius
16:34 - Engineering into the Box
23:54 - Pain Points
30:54 - Matching Technology to Market
36:13 - Do we Like Them
37:50 - Final Thoughts and Grades
38:13 - Questions

We hope you enjoy the video. Thanks! Like.Comment.Subscribe.

If you want to support the Battery Talk channel:
-Buy us a cup of Coffee on Patreon (https://www.patreon.com/user?u=75735413)
(more coffee = higher production value)
-Invite us to speak at your company or event
-Ask us to consult for you company in our field of expertise (conflict check needed…)
-Become a Corporate Sponsor of the channel

*This presentation was first given October 15th , 2022 in collaboration with Battery Brunch and was recorded live at that event.

**The following is a link to a PDF of the slides in the Presentation. https://drive.google.com/file/d/1bNSQ...

***Short Disclaimer: Everything shown in our presentations and discussed in our videos is from publicly available information and the opinions expressed within are solely those of Jeff and Aubert. The Content is for entertainment and informational purposes only and you should not construe any such information as investment, financial, or other advice.

show more

Share/Embed