The myth of the finish line
First, the competitive landscape on the battery side is being rewritten. Higher energy density, stronger fast-charging performance, and improved low-temperature degradation are loosening the old division of labor in which ternary lithium “stood for performance” and LFP “stood for cost.” For companies that once found room through differentiated positioning, the track is getting narrower.
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Now, as companies stock their fridges with these pouches—usually the size of a piece of gum that remains tucked between one’s gums and cheek—they’re seeing an increased byproduct of the new office treat: If you can’t get them hooked on the work, get them hooked on the office perks.