webb14leafs wrote:I don't see how this business model would attract long term investors. It relies on packs without active thermal management systems. Degradation on packs WITH active management is far too low for this type of model to make sense. With that said, your market is limited maybe a couple hundred thousand nissan leaf owners. This market will ONLY shrink in the future as ALL EVs adopt active management systems, or solid state batteries.
Maybe this model makes more sense for residential and grid scale energy storage, but I certainly would not invest in it.
The Leaf solution is definitely a market with an expiration date, we're quite aware of that. And yes other EVs do include thermal management, however, there are a few other things they all come with: An expiring warranty, a high battery replacement cost, and a manufacturer who likely won't offer an upgrade path. We will be developing products for both EVs that are past warranty, and offering our components available Ala Carte for custom EV shops and conversions as well.
And yes, we are already in discussions with investors interested in residential and commercial storage using this same model along with a number of other storage markets not mentioned here. To make this solution sustainable, we have to serve a portfolio of markets and are actively developing those efforts already.