Admittedly, Nano One is a couple years ahead. But this competition will also be at 1,000TPA LFP by 2026 which is at most 6-12 months behind Nano.
And it is unbelievable the similarities in the way they pitch their business. In fact, it is identical to the Nano sales pitch.
It is unknowable whose process tech is better. Nano can be ahead but if Nano's tech is not the best, it will ultimately fail. And there is going to be dozens and dozens of these companies all with the same story about having the best solution for CAM.
This is a massive threat to Nano.
https://youtu.be/sc7Bk_ikt6s?si=_y_aCBalJIyI2-gd
What a nightmare scenario.
Nano One is at 200TPA today. It is not correct to say they are miles ahead of the competition. Not by a long shot.