BSV Podcast 0119: Addionics

Advisor at Balerion Space Ventures Doug McAdams sits down with Moshiel Biton, Co-founder & CEO of Addionics, to discuss advanced battery current collectors. Addionics is developing a 3D porous current collector platform designed to improve lithium-ion battery performance through architecture rather than chemistry changes. The conversation covers battery fundamentals, manufacturing scalability, and applications across EVs, defense, space systems, drones, and data centers.Timestamped Overview00:00 – Introduction to Addionics and overview of 3D current collector technology00:00:46 – Moshiel Biton’s background in semiconductors and transition into batteries00:03:11 – Overview of lithium-ion battery technology and industry evolution00:05:28 – Battery architecture fundamentals: anodes, cathodes, separators, and current collectors00:07:01 – Role of current collectors and limitations of conventional 2D metal foils00:08:36 – Addionics’ approach to improving battery performance through 3D porous collectors00:10:04 – Benefits in energy density, thermal management, charging, and battery lifetime00:12:01 – Business model as a technology and component supplier rather than a battery manufacturer00:13:57 – Manufacturing strategy and integration into existing gigafactory infrastructure00:16:42 – Automotive market focus and expansion into space and defense applications00:17:36 – Battery requirements for satellites, orbital cycling, and extended mission lifetimes00:20:27 – Customization of collector architectures for drones, satellites, and defense systems00:23:24 – Growing importance of batteries in autonomous defense platforms and national security00:26:06 – Battery storage challenges for data centers and grid balancing applications00:30:07 – Long-term vision for Addionics as a platform across all battery chemistries00:32:57 – Scaling strategy through global manufacturing partnerships and licensing00:33:14 – Pilot production facility and demonstration of gigafactory-scale manufacturing capability00:35:13 – Conservative scale-up philosophy and customer-driven manufacturing expansion00:36:22 – Ten-year vision beyond batteries into broader porous metal applications00:37:27 – Maintaining a chemistry-agnostic platform approach across battery technologies00:38:25 – Closing thoughts and future outlook for Addionics This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit balerionspace.substack.com