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Dan Steingart
17.7K posts


@zhigangsuo If I had seen this yesterday, it would have been the most important thing I learned all year. Today it sets a high bar for '26
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@AkshatRathi Just leaving this here sciencedirect.com/science/articl…
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'“Even rare vaccination-related harms, both known and unknown, now have a higher chance of outweighing potential benefits in non-high-risk populations,” he wrote in the documents overriding the staff members on the Novavax shot'
nytimes.com/2025/07/02/hea…
Where's the data on this?
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@JessePeltan evergreen x.com/steingart/stat…
Dan Steingart@steingart
Oversimplifying: MO's got to sufficient power faster than LFP could capture that premium, so LFP lost round one, but emerged as a value play. Amazing. I'll be spicy and say compare A123 of 2008 to QS today. (not really fair b/c A123 had very good commercial cells by '08). 12/n
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If somebody’s pitch is “lithium doesn’t work. the only answer is my technology,”
Run.
There can be advantages to using other chemistries, but lithium scarcity is not an issue, nor is lifespan or safety for LFP.
Claims that a tech is going to be “cheaper than lithium in 5 years” never seem to account for what lithium batteries will cost - in 5 years.
LFP is already cheaper than the future projections for most of the alternatives.
Some people have never heard of CATL and it shows.
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I get a lot of accounts reposting things I say about batteries to try and shill battery stocks.
Batteries are inevitable.
Your stock pick is not.
Ethan Loosbrock@ELoosbrock
Some VCs have never heard of CATL and it shows
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After this year's @Columbia_EEE senior dinner, I am psyched for the future. We're in great hands with these engineers.
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🔬 Something big is coming (but actually really small)!
Introducing miniSMU MS01: the compact, dual-channel source-measure unit that's about to change how researchers measure electrical properties.
Check out the details and join our waitlist: undalogic.com/minismu
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The White House just released this
#page=1.00" target="_blank" rel="nofollow noopener">whitehouse.gov/wp-content/upl…
I asked Grok if this was reasonable. Here's what I got.
x.com/i/grok/share/a…
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