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SES AI CEO Qichao Hu sits down with Water Tower Research’s Tim Gerdeman and Brian Gordon to discuss the vision for the firm’s Molecular Universe AI-augmented battery materials discovery platform and the way that AI, more generally, is powering the firm’s business model. Hu also provides an update on SES AI’s progress in EVs, new products targeting drones, robotics, and urban air mobility, and the scale of the market opportunity for battery energy storage systems for data centers.