In the worst scenario, AONE's chart will look like VLNC in 2000-2002. AONE 在Florida锂电池会上的报告只可以用一个惨字来形容。搞grid storage 的偏门。根本不提EV。我知道CM老大对AONE看好。所以不敢多嘴。Anyway, AONE does not look good, but you can never rule them out. They are sitting on tons of cash. O8 also wants to see them work.