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Chamath-Backed Vivas Kumar on Mitra Chem, Lithium Wars and Trump’s EV Vision

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Navigating the EV Battery Landscape

This chapter discusses the evolution of venture capital and government support in the electric vehicle battery sector, emphasizing the challenges in securing funding for innovative projects. The speaker shares personal insights from their journey at Tesla to founding Mitra Chem, highlighting strategic shifts in the lithium supply chain and cathode material development. Key topics include the implications of U.S.-China relations on supply chains, the rise of lithium iron phosphate technology, and future competition from emerging battery chemistries.

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