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Thanks for your message!

So the value prop are multiple things:

- you can indeed change the cells! When the industry matures, we might have a "second-life cell cycling" path where old cells are re-tested and matched so you could switch individual cells, but for now, as those "matched cells" aren't widely available we recommend you switch everything to new cells (this would cost an end-user about $50 rather than buying a new battery for $200/$300)

- our battery is also very high quality (passes all certifications, waterproof, fireproof, connected, with safety alerts)

- even if you need to change all the cells sometimes, getting back "pristine cells" rather than "damaged, welded and unwelded cells" will allow for multiple things: putting them in a second-life cycle for eg. energy storage batteries, and even better recycling (since you can get cells out of the casing, the recycling process is even more efficient)

- now the cells are perhaps 1/3rd the cost of a battery, so all things being equal, you'd rather be able to change all cells than throw in the trash the old battery

- we also have seen some batteries fail because of broken electronics, etc, which are just $30 to replace, and our battery makes it extremely simple to do so



Ahh, I get it now. Maybe you can improve the wording around this to make it less suggestive that your value proposition is I can change one cell when it fails. That's not safe. The value prop is I can change for a new set of cells cheaply when I get a failure in my current set.

You're going from when one cell fails, change the entire battery assembly, including any management electronics, case etc

To

When one cell fails, just get a fresh set of cells, at a fraction of the cost of a new battery assembly.

In the future, you also expect working cells to be circulated back into second-life use. Your casing makes this much more likely.

Thanks for taking the time to reply.




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