r/amprius

This interview took place about a year ago, but Ronnie is still with the company.

Starting from minute 46 of the video (a podcast discussing Amprius's battery technology), the discussion shifts from a technical description of the batteries to the current state of the market, the commercial availability of the technology, and finally to personal questions about the interviewee's vision. Here is a summary of what happens from this point onward:

• False promises vs. real products: The interviewer (Zack) expresses frustration with many battery companies that make explosive announcements about "breakthroughs" just to raise funds or boost their stock value, but ultimately deliver no actual product. He praises Amprius for having real, applied technology.
• Criticism of the battery industry: Ronnie (the interviewee, an executive at Amprius) agrees and shares his frustration with the confusion these companies create in the market. He explains that while some companies present technology that is only in the early lab stages, Amprius is already at the highest commercial stage (full production readiness) and sells batteries that work in the field.
• Can a regular consumer buy the batteries? Zack asks if a customer will soon be able to purchase their batteries (such as the 18650 format batteries) in regular stores. Ronnie answers that they already have 18650 batteries (with 4Ah capacity) and 21700 batteries (with 6Ah capacity) commercially available today. However, their model is not to sell to private consumers through sites like Amazon, but rather to sell them through partners and battery pack manufacturers.
• Skepticism stemming from performance that is "too good": Ronnie shares that when potential customers see the specifications of their silicon-anode batteries, they often don't believe the data because they are used to marginal improvements. A jump of tens of percentages in battery performance (compared to a tiny 1-2% improvement in aerodynamics, for example) is initially perceived as too good to be true.
• How the audience can follow: Ronnie recommends that listeners follow the company on LinkedIn and their YouTube channel, and try to think about which industries this technology could serve as the catalyst for the next revolution.
• Personal closing questions: Zack finishes with two personal questions for Ronnie:
  • What do you drive? Ronnie answers that he drives a fully electric vehicle from a well-known brand (but prefers not to mention its name to avoid giving free advertising).
  • What drives you in the morning? Ronnie explains that he is no longer excited about creating another battery for a phone or tablet. What truly motivates him is creating a life-changing impact on the world. He gives an example of applying their batteries in "High-Altitude Pseudo-Satellites" (HAPS), aircraft that can stay in the air for long months and provide communication and internet (like 5G) to isolated areas in developing countries that lack permanent infrastructure.
• Conclusion and thanks: The two conclude that technological improvement is primarily intended to advance humanity and improve lives, and Zack says goodbye to the listeners.

Attached is the link to the mentioned video:

https://www.youtube.com/watch?v=tC1olcTcITE

It is almost poetic how beautifully the AMPX chart tracks the classic bubble lifecycle. Enjoy the free fall into absolute despair.

Save your technical analysis. TA does not work, so stop practicing financial astrology. There is no cup-and-handle coming to save you, no mythical support levels, and absolutely no floor.

Our battery its not new but makes me happy to see that.

Looking for outside perspective on a rebalance I'm mulling over.

Current setup (this is a tax-advantaged account, so no tax drag either way):
PLTR - avg cost ~$110. Had a monster week on the Nvidia partnership + Army NGC2 win, but it's still trading north of 100x earnings and down ~29% YTD even after the bounce.
PGY - avg cost ~$10.70. Fifth straight profitable quarter, beat EPS by a wide margin last print, raised full-year guidance. Only been in this one since March and somehow I got lucky and timed the bottom it seems. Earnings coming up soon.

I'm considering adding AMPX, but it's tough as I have to sell a position in one of these first. PGY is coming up on earnings soon and I suspect it's going to rip higher as it's got a lot of momentum behind it.

One thought I had was to trim the gains from each of these ($35k from PGY and $14k from PLTR) and put that into an AMPX position. Thoughts?

PLTR is definitely the pricier one but consistently performs well, so I picked it up cheap last week for a quick turnaround once I saw volume return on a positive day.

What would you do?

Looking at this channels on the weekly suggests we are at the bottom of this trendline and will might move up in the coming weeks.

Open to hear thoughts.

I’m not the most savvy on the whys of market movements. Can someone give me a brief idea of why the Dow is staying up while the rest of the market is down?

Most investors looking to play the defense-tech and drone boom are chasing high-profile platform builders. But the smart money is looking for the ultimate bottleneck: the power layer. If a drone doesn't have a high-energy-density battery, it can't lift heavy sensors, carry munitions, or stay in the air for longer than 30 minutes .

On June 30, 2026, UK Prime Minister Keir Starmer announced the country's historic £298 Billion Defence Investment Plan (DIP). In a highly symbolic move, the Prime Minister announced this massive funding boost directly at the Berkshire headquarters of Malloy Aeronautics, the drone manufacturing facility owned by BAE Systems.

This plan is a massive, unpriced downstream catalyst for Amprius Technologies. Here is how the dots connect.

- The Budget: The plan commits over £5 billion to autonomous and uncrewed systems over the next four years.

- The Focus on Expendable Systems: Within this budget, £650 million is dedicated specifically to delivering low-cost, expendable autonomous systems, uncrewed vehicles, and tactical drones to boost frontline lethality.

- Heavy-Lift Logistics: The Royal Navy has already selected Malloy's fully electric heavy-lift drone, the Malloy T-150, to transport vital supplies between ships. [🔗 Link on Details]

The Amprius Connection: Standard graphite-anode batteries have peaked in energy density (~250-260 Wh/kg), making them too heavy for long-duration flight . Malloy's heavy-lift platforms and uncrewed tactical aircraft are fundamentally bottle-necked by flight time and payload capacity.

2. The Multi-Year Alliance with BAE Systems. This isn’t just a theoretical target. Amprius and BAE Systems have a deeply entrenched commercial partnership:

- The 3-Year Agreement: In October 2022, BAE Systems and Amprius entered into an official agreement to integrate Amprius' ultra-high-energy-density cells into BAE's electric flight applications.

- Strato-Proof Success: BAE's subsidiary, Prismatic Ltd., designed the PHASA-35 — a solar-electric High-Altitude Pseudo Satellite (HAPS) designed to fly above the weather.

- The Flight: Powered by Amprius' lightweight high-density cells, the PHASA-35 successfully crossed an altitude of over 66,000 feet into the stratosphere. The battery cells kept the aircraft flying continuously overnight, recharging from solar power during the day.

- Strategic Funding Match: Under the new UK Defence Plan, the government has allocated £3.2 billion for space and stratospheric capabilities. BAE's HAPS programs, enabled entirely by Amprius' chemistry, are prime targets for this cash injection.

The Bottom Line
The UK's historic DIP and BAE Systems' massive push into uncrewed systems highlight a global re-armament cycle focused heavily on autonomous electric aircraft. Whether it is BAE Systems, AeroVironment, or Teledyne FLIR winning the final military contracts, they all face the same power bottleneck . Amprius is currently the only commercial player delivering cells at 500+ Wh/kg, making them an essential power layer for the future of allied defense.

Sources:

1. UK Defence Investment Plan Official Speech & Document:
2. *(https://www.gov.uk/government/publications/the-defence-investment-plan/the-defence-investment-plan-funding-explainer)

Response to the UK Defence Investment Plan from BaeSystems: (https://www.baesystems.com/en/article/response-to-the-uk-defence-investment-plan)

1. BAE Systems / Malloy Aeronautics Collaboration:
2. *(https://www.baesystems.com/en/article/response-to-the-uk-defence-investment-plan)
3. *(https://amprius.com/bae-systems/)
4. *(https://amprius.com/amprius-batteries-power-first-stratospheric-flight-for-bae-systems-drone/)
5. Amprius Allied Supply Chain & NDAA Compliance:

*(https://ir.amprius.com/news-events/press-releases/detail/152/amprius-expands-korea-battery-alliance-with-three-new-contract-manufacturers)
*(https://www.manufacturingdive.com/news/amprius-technologies-nanotech-energy-ndaa-drone-silicon-li-ion-batteries/811637/)

Reported a Q4 fiscal year revenue of 641.62 million, up 133% year-year and an EPS of 1.84$, both significantly beating analyst estimates. AMPX is a battery supplier for AVAV. This could boost the entire drone sector and even if it doesn’t it’s incredibly bullish for AMPX.