EV Battery overview
Batteries are the key differentiator between the various EV manufacturers. The amount of energy stored in the battery determines the range of the EV, thought to be a major limitation on EV sales.

Consumers tend to worry that an EV with a range of 80 to 250 miles on a single charge would be inconvenient for long trips due to the time it takes to recharge the battery. Commercial batteries need to ensure there is quick recharge and less time between charges

The lithium-ion battery is important because it makes EVs expensive than ICEs. Battery costs per kilowatt-hour (kWh) declined from roughly $1,000 per kWh in 2010 to $227 in 2016

Lithium-ion batteries made up 70 percent of the rechargeable battery market in 2016
BNEF projects that global production capacity for lithium-ion batteries will increase from 103 gigawatt-hours (GWh) in the first quarter of 2017 to 273 GWh by 2021.

The battery manufacturing supply chain has three main parts:

cell manufacturing,

module manufacturing, and

pack assembly.

"Pets are family". Been tracking 13 stocks but only own $CHWY. I will add BarkBox, $STIC when it lists. The company has a valuation of $1.6B with $350M in revenue, profitable
Others: #PetsAreFamily
$CHD
$CHWY
$ELAN
$FRPT
$HSKA
$IDXX
$PAWZ
$PETQ
$PETS
$SPB
$TRUP
$TSCO
$ZTS

BarkBox is a monthly subscription box filled with dog toys and treats. Co. has 1 million + subscribers to its monthly box. Its sells its products on $TGT and $AMZN as well.
Founded in Dec 2011, by Matt Meeker, Carly Strife, Henrik Werdelin in New York.

One month your dog might receive a collection of treats and toys. BarkBox might send him on a journey through Chewrassic Bark. Each box contains two innovative toys, two bags of all-natural treats, a chew, and a specially curated item from the month's themed collection.

Every toy is designed by in-house industrial designers, made for the way dogs play and approved by the company's own test dogs. You can choose a one-month subscription ($29), six months ($25/box), or 12 months ($22/box).

BarkBox is very allergy friendly. Every BarkBox is free from corn, wheat, and soy, which greatly reduces the risk for triggering allergies and food sensitivities.
You can reorder certain items or purchase items from other collections online.

There is a money-back guarantee

1. LIDAR thread. Will write a longer article in a few days. Light Detection and Ranging is technology using lasers to measure distances. In particular Robots, Autonomous Cars and industrial applications.

2. Although LIDAR tech has been around for a while, it is very useful for autonomous driving. Either in passenger cars or "robot taxis". Since 2010 over 30 startups have been founded to build LIDARs specifically for these applications

3. There are 3 types (high level) Scanners (MEMS and non MEMS), Frequency modulated and Time modulated. Every vehicle will need LIDARs. Think of LIDAR as the CPU for autonomous vehicles.

4. Many of the companies developing LIDARs have been acquired as well. E.g. GM Cruise acquired one and the first tier auto suppliers have made investments in multiple.

5. The "furthest along" in this is Google WAYMO and Velodyne. But Velodyne LIDAR is big and expensive ($75K). So the race is on to make them smaller and <$100. $VLDR announced a sub $1000 and sub $500 LIDAR in late 2019 but $LAZR is making prototypes in <$1000 LIDAR