My Guess is Sumitomo Metal and Mining?
In the last thirty-six hours I've had discussions with a few stockbrokers, Lithium and Cathode experts and I have come to a conclusion that Sumitomo will use Nano One's one pot process to produce Cathodes for Tesla? Also when it comes to Quantumscape, Nano One is so much further ahead on a solid state battery and a lot of Nano Ones results have been published.compared to nothing from Quantumscape!