Glenn Profile picture
Co-founder/BoD @HealthCareInc | Previously @Catalyte_io | VC/PE @Investcorp Technology Partners — Tech | Econ Development | Investing | China/APAC

Jun 9, 2023, 7 tweets

Must-read case study on how we went from discovering key enabling technologies to being behind in the battery race.

Some key takeaways …

▪️ We have a world-class university system that can consistently make breakthrough discoveries

Driven by ability to attract talented immigrants

Our scientific and research capabilities at the university-level are second to none

▪️ We are not world-class at commercialization

China is relentless at commercialization

Who is our MITI?

Key charts and data:

▪️ Global sales of EVs
▪️ Lithium-ion Battery manufacturing capacity

The original A123 founding team and early hires.

Many of the core tech employees were immigrants.

This has proven to be extremely shortsighted.

IBM "I think there's a world market for maybe five computers” vibes

Are polarized politics going to get in the way, again?

Both sides are at fault here!

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