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

CHAPTERS 📖
(00:00) Introduction and Guest Overview
(02:33) Reflecting on Tesla’s Battery Day and SPAC Mania
(08:22) Founding Mitra Chem
(13:15) Mitra Chem’s Core Goals and Vision
(19:21) Current Product Portfolio and Roadmap
(23:18) Competing with China in LFP Manufacturing
(24:29) The Growth of LFP in EV and Energy Storage
(28:18) The Rise of AI and Uninterruptible Power
(33:24) Nuclear vs. Lithium-Ion in Energy Storage
(36:14) Geopolitics of U.S.-China Collaboration in Batteries
(41:26) Reindustrialization and Government Support
(44:57) Future Trends for Battery Supply Chains
(49:49) Mitra Chem’s Funding and Future Plans
(51:50) Closing Thoughts and Industry Outlook

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Links 🌍

RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
  Howard: https://twitter.com/LithiumIonBull
  Rodney: https://twitter.com/RodneyHooper13

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein