Core Viewpoint - QuantumScape aims to innovate car battery design rather than manufacturing them, focusing on leveraging recent manufacturing advancements and partnerships with OEMs to achieve reliable volume production before traditional lithium-ion battery improvements catch up [1] Group 1: Company Strategy - QuantumScape is concentrating on developing a superior car battery design instead of engaging in the manufacturing process themselves [1] - The investment case for QuantumScape hinges on successfully translating recent manufacturing advancements and OEM partnerships into dependable, partner-led production [1] Group 2: Market Context - The company faces the challenge of incumbent lithium-ion battery improvements potentially outpacing their advancements [1]