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Why this battery company is pivoting to AI

Qichao Hu doesn’t mince words about how he sees the state of the battery industry. “Almost every Western battery company has either died or is going to die. It’s kind of the reality,” he says.

Hu is the CEO of SES AI, a Massachusetts-based battery company. It once had aims of making huge amounts of advanced lithium metal batteries for major industries like electric vehicles—but now the company is placing its bets on AI materials discovery.

Hu sees the pivot as an essential one. “It’s just not possible for a Western company to build a sustainable business,” he says. The company is still making some batteries, but only for smaller markets like drones rather than those that would require higher volumes, like EVs. The new focus is the company’s battery materials discovery platform—which it can either license to other battery companies or use to develop materials to sell. 

Some leading US EV battery companies have folded in recent months, and others, like SES AI, are making dramatic changes in strategy. This shift in who’s building batteries and where they’re doing it could shape the future geopolitics of energy. 

The work that would eventually evolve into SES AI began at MIT, where Hu completed his graduate research. His battery work was aimed at applications in oil and gas exploration. The industry uses sensors that go deep underground, where temperatures can top 120 °C (about 250 °F). The team hoped to develop a battery that could withstand those high temperatures and last longer on a single charge. 

The chosen technology was a solid polymer lithium metal battery. These cells use lithium metal for their anode and a polymer for their electrolyte (the material that ions move through in a battery cell). Together, these components can increase the energy density of a cell significantly, relative to the lithium-ion batteries that are common in personal devices and EVs today. (Lithium-ion batteries generally use a graphite material for their anode and a liquid for the electrolyte.)

That solid-state battery technology became the foundation of Solid Energy, a startup Hu founded that spun out from MIT in 2012 and raised its first private investment in 2013.

The team eventually realized that underground oil exploration was a small market, so after several years of operation they began to focus on electric vehicles, which were starting to come into the mainstream. After the team tweaked the chemistry to work better at lower temperatures, the company built its first pilot facility in Massachusetts and eventually another facility in Shanghai.

By 2021, the battery industry was booming, Hu recalls, and EVs were the hottest industry to be in. There was a ton of interest in next-generation battery technology from major automakers at the time, and Solid Energy started developing technology with GM, Hyundai, and Honda.

Larger vehicles, like SUVs and trucks, seemed like a good fit for next-generation batteries, Hu says. Massive vehicles like the ones Americans like to drive would need lighter batteries so they could have a reasonable range without being prohibitively heavy.

The company also shifted its chemistry focus, and in 2022 it announced a battery with a silicon anode rather than a lithium metal one. That shift could help make the battery easier to manufacture.

Since then, growth in the EV market has slowed, at least in the US, partly because of major pullbacks in funding from the Trump administration. EV tax credits for drivers, a key piece of support pushing Americans toward electric options, ended in late 2025. With the market for large electric cars in trouble, Hu says, “now we have to look at every market.”  

The AI materials discovery platform on which it’s pinning many of its hopes is called Molecular Universe. The company seeks not only to provide its software to other battery companies but also to identify new battery materials and either license them or sell them to those companies.

vials of electrolytes inside a machine at the synthesis foundry
COURTESY OF SES AI

The platform has already identified six new electrolyte materials, according to the company. Hu says one is an additive that could help improve the lifetime of batteries with silicon anodes. 

One of the challenges with silicon anodes is that they tend to swell a lot during use, which can cause physical damage and prevent efficient charging and discharging. To address the problem, the industry typically uses a material called fluoroethylene carbonate (FEC), which can help form an elastic film on the anode so the battery can still charge effectively. That additive can degrade at high temperatures, though, producing gases that can harm a battery’s lifetime. The SES platform identified a compound that works like FEC but doesn’t release those gases.

The company’s long history and deep battery knowledge could help make its platform a useful tool, Hu says. He sees the actual model as less crucial than SES’s domain expertise and data from years of making and testing batteries. 

“By not actually making the physical battery, we’re actually able to scale and then generate revenue faster,” he says. 

But some experts are skeptical about the near-term prospects for AI materials discovery to revive the industry. “New materials development, as much as we thought that was what people wanted (and, frankly, it should be what the cell makers want)—I don’t know that that seems to be the real linchpin of the battery industry’s progress,” says Kara Rodby, a technical principal at Volta Energy Technologies, a venture capital firm that focuses on the energy storage industry.

Investors are pulling back, and a slowdown in public support is making things difficult for some parts of the battery industry, she adds: “I don’t know that the ability to discover any new material is going to unlock anything new for the battery industry at this point in time.”

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This startup wants to change how mathematicians do math

Axiom Math, a startup based in Palo Alto, California, has released a free new AI tool for mathematicians, designed to discover mathematical patterns that could unlock solutions to long-standing problems.

The tool, called Axplorer, is a redesign of an existing one called PatternBoost that François Charton, now a research scientist at Axiom, co-developed in 2024 when he was at Meta. PatternBoost ran on a supercomputer; Axplorer runs on a Mac Pro.

The aim is to put the power of PatternBoost, which was used to crack a hard math puzzle known as the Turán four-cycles problem, in the hands of anyone who can install Axplorer on their own computer.

Last year, the US Defense Advanced Research Projects Agency set up a new initiative called expMath—short for Exponentiating Mathematics—to encourage mathematicians to develop and use AI tools. Axiom sees itself as part of that drive.

Breakthroughs in math have enormous knock-on effects across technology, says Charton. In particular, new math is crucial for advances in computer science, from building next-generation AI to improving internet security.

Most of the successes with AI tools have involved finding solutions to existing problems. But finding solutions is not all that mathematicians do, says Axiom Math founder and CEO Carina Hong. Math is exploratory and experimental, she says. 

MIT Technology Review met with Charton and Hong last week for an exclusive video chat about their new tool and how AI in general could change mathematics. 

Math by chatbot

In the last few months, a number of mathematicians have used LLMs, such as OpenAI’s GPT-5, to find solutions to unsolved problems, especially ones set by the 20th-century mathematician Paul Erdős, who left behind hundreds of puzzles when he died.

But Charton is dismissive of those successes. “There are tons of problems that are open because nobody looked at them, and it’s easy to find a few gems you can solve,” he says. He’s set his sights on tougher challenges—“the big problems that have been very, very well studied and famous people have worked on them.” Last year, Axiom Math used another of its tools, called AxiomProver, to find solutions to four such problems in mathematics.   

The Turán four-cycles problem that PatternBoost cracked is another big problem, says Charton. (The problem is an important one in graph theory, a branch of math that’s used to analyze complex networks such as social media connections, supply chains, and search engine rankings. Imagine a page covered in dots. The puzzle involves figuring out how to draw lines between as many of the dots as possible without creating loops that connect four dots in a row.)

“LLMs are extremely good if what you want to do is derivative of something that has already been done,” says Charton. “This is not surprising—LLMs are pretrained on all the data that there is. But you could say that LLMs are conservative. They try to reuse things that exist.”

However, there are lots of problems in math that require new ideas, insights that nobody has ever had. Sometimes those insights come from spotting patterns that hadn’t been spotted before. Such discoveries can open up whole new branches of mathematics.

PatternBoost was designed to help mathematicians find new patterns. Give the tool an example and it generates others like it. You select the ones that seem interesting and feed them back in. The tool then generates more like those, and so on.  

It’s a similar idea to Google DeepMind’s AlphaEvolve, a system that uses an LLM to come up with novel solutions to a problem. AlphaEvolve keeps the best suggestions and asks the LLM to improve on them.

Special access

Researchers have already used both AlphaEvolve and PatternBoost to discover new solutions to long-standing math problems. The trouble is that those tools run on large clusters of GPUs and are not available to most mathematicians.

Mathematicians are excited about AlphaEvolve, says Charton. “But it’s closed—you need to have access to it. You have to go and ask the DeepMind guy to type in your problem for you.”

And when Charton solved the Turán problem with PatternBoost, he was still at Meta. “I had literally thousands, sometimes tens of thousands, of machines I could run it on,” he says. “It ran for three weeks. It was embarrassing brute force.”

Axplorer is far faster and far more efficient, according to the team at Axiom Math. Charton says it took Axplorer just 2.5 hours to match PatternBoost’s Turán result. And it runs on a single machine.

Geordie Williamson, a mathematician at the University of Sydney, who worked on PatternBoost with Charton, has not yet tried Axplorer. But he is curious to see what mathematicians do with it. (Williamson still occasionally collaborates with Charton on academic projects but says he is not otherwise connected to Axiom Math.)

Williamson says Axiom Math has made several improvements to PatternBoost that (in theory) make Axplorer applicable to a wider range of mathematical problems. “It remains to be seen how significant these improvements are,” he says.

“We are in a strange time at the moment, where lots of companies have tools that they’d like us to use,” Williamson adds. “I would say mathematicians are somewhat overwhelmed by the possibilities. It is unclear to me what impact having another such tool will be.”

Hong admits that there are a lot of AI tools being pitched at mathematicians right now. Some also require mathematicians to train their own neural networks. That’s a turnoff, says Hong, who is a mathematician herself. Instead, Axplorer will walk you through what you want to do step by step, she says.

The code for Axplorer is open source and available via GitHub. Hong hopes that students and researchers will use the tool to generate sample solutions and counterexamples to problems they’re working on, speeding up mathematical discovery.

Williamson welcomes new tools and says he uses LLMs a lot. But he doesn’t think mathematicians should throw out the whiteboards just yet. “In my biased opinion, PatternBoost is a lovely idea, but it is certainly not a panacea,” he says. “I’d love us not to forget more down-to-earth approaches.”

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The AI Hype Index: AI goes to war

AI is at war. Anthropic and the Pentagon feuded over how to weaponize Anthropic’s AI model Claude; then OpenAI swept the Pentagon off its feet with an “opportunistic and sloppy” deal. Users quit ChatGPT in droves. People marched through London in the biggest protest against AI to date. If you’re keeping score, Anthropic—the company founded to be ethical—is now turbocharging US strikes on Iran. 

On the lighter side, AI agents are now going viral online. OpenAI hired the creator of OpenClaw, a popular AI agent. Meta snapped up Moltbook, where AI agents seem to ponder their own existence and invent new religions like Crustafarianism. And on RentAHuman, bots are hiring people to deliver CBD gummies. The future isn’t AI taking your job. It’s AI becoming your boss and finding God.

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This scientist rewarmed and studied pieces of his friend’s cryopreserved brain

L. Stephen Coles’s brain sits cushioned in a vat at a storage facility in Arizona. It has been held there at a temperature of around −146 degrees °C for over a decade, largely undisturbed.

That is, apart from the time, a little over a year ago, when scientists slowly lifted the brain to take photos of it. Years before, the team had removed tiny pieces of it to send to Coles’s friend. Coles, a researcher who studied aging, was interested in cryogenics—the long-term storage of human bodies and brains in the hope that they might one day be brought back to life. Before he died, he asked cryobiologist Greg Fahy to study the effects of the preservation procedure on his brain. Coles was especially curious about whether his cooled brain would crack, says Fahy.

Coles’s brain was preserved shortly after he died in 2014, but Fahy has only recently got around to analyzing those samples. He says that Coles’s brain is “astonishingly well preserved.”

“We can see every detail [in the structure of the brain biopsies],” says Fahy, who is chief scientific officer at biotech companies Intervene Immune and 21st Century Medicine (where he is also executive director). He hopes this means that Coles’s brain still stands a chance of reanimation at some point in the future.

Other cryobiologists are less optimistic. “This brain is not alive,” says John Bischof, who works on ways to cryopreserve human organs at the University of Minnesota.

Still, Fahy’s research could help provide a tool to neuroscientists looking for new ways to study the brain. And while human reanimation after cryopreservation may be the stuff of science fiction, using the technology to preserve organs for transplantation is within reach.

Banking a brain

Coles, a gerontologist who spent the latter part of his career studying human longevity, opted to have his brain cryogenically preserved when he died of pancreatic cancer.

After he was declared dead, Coles’s body was kept at a low temperature while he was transferred to Alcor, a cryonics facility in Arizona. His head was removed from his body, and a team perfused his brain with “cryoprotective” chemicals that would prevent it from freezing. They then removed it from his skull and cooled it to −146 °C.

Coles had another request. As a scientist, he wanted his cryopreserved brain to be studied. Hundreds of people have opted to have their brains—with or without the rest of their bodies—stored at cryonic facilities (the remains of 259 individuals are currently stored as either whole bodies or heads at Alcor). But scientists know very little about what has happened to those brains, and there’s no evidence to suggest they could be revived. Coles had met Fahy through their shared interest in longevity, and he asked him to investigate.

“He thought that if he had himself cryopreserved, we could learn from his brain whether cracking was going to happen or not,” says Fahy. That’s what typically happens when organs are put into liquid nitrogen at −196 °C, he says. The extreme cooling creates “tension in the system,” he says. “If you tap it, it’ll just shatter.” This cracking is less likely at the slightly warmer temperatures used for preservation. 

Fahy was involved from the time the samples were taken.

“We had Greg Fahy on the phone coordinating the whole thing, [including] where the biopsies were taken,” says Nick Llewellyn, who oversees research at Alcor. (Llewellyn was not at Alcor at the time but has discussed the procedure with his colleagues.) The biopsied samples were stored in liquid nitrogen and earmarked for Fahy. The rest of the brain was cooled and kept in a temperature-controlled storage container at Alcor.

Bouncing back

It wasn’t until years later that Fahy got around to studying those biopsies. He was interested in how the cryoprotectant—which is toxic—might have affected the brain cells. Previous research has shown that flooding tissues with cryoprotectant can distort the structure of cells, essentially squashing them.

It’s one of the many challenges facing cryobiologists interested in storing human tissues at very low temperatures. While the vitrification of eggs and embryos—which cools them to −196 °C and essentially turns them to glass—has become relatively routine (thanks in part to Fahy’s own work on mouse embryos back in the 1980s), preserving whole organs this way is much harder. It is difficult to cool bigger objects in a uniform way, and they are prone to damaging ice crystal formation, even when cryoprotectants are used, as well as cracking.

Fahy found that when he rewarmed and rehydrated Coles’s brain cells, their structure seemed to bounce back to some degree. Fahy demonstrated the effect over a Zoom call: “It looks like this,” he said with his hands as if in prayer, “and it goes back to this,” he added, connecting his forefingers and thumbs to create a triangle shape.

The structure of the tissue looks pretty intact, too, to him at least, though he admits a purist expecting a pristine structure would be disappointed. He and his colleagues have been able to see remarkable details in the cells and their component parts. “There’s nothing we don’t see,” says Fahy, who has shared his results, which have not yet been peer reviewed, at the preprint server bioRxiv. “It seems that [by taking the cryogenic approach] you can preserve everything.”

As for the cracking, “from what I was told, no cracks were observed [by the team that initially preserved the brain],” says Fahy. The team at Alcor took photographs of the brain when they took the biopsies, but the images were later lost due to a server malfunction, he says. In the more recent photos, the brain is covered in a layer of frost, which makes it impossible to see if there are any cracks, he adds. Attempts to remove the frost might damage the brain, so the team has decided to leave it alone, he says.

Back to life?

Fahy and his colleagues used chemicals to “fix” Coles’s brain samples once they had been rewarmed. That process is typically used to stop fresh tissue samples from decaying, but it also effectively kills them.

But he thinks his results suggest that it might be possible to cryopreserve small pieces of brain tissue and reanimate them to learn more about how they work. Functional recovery seems to be possible in mice—a few weeks ago a team in Germany showed that they were able to revive brain slices that had been stored at −196 °C. Those brain samples showed electrical activity after being cooled and rewarmed.

If cryobiologists can achieve the same feat with human brain samples, those samples could provide neuroscientists with new insights into how living brains work.

Brain cryopreservation “can capture a little bit more of the complexities of the brain,” says Shannon Tessier, a cryobiologist at Massachusetts General Hospital who is developing technologies to preserve hearts, livers, and kidneys for transplantation. “[Being] able to use human brains from deceased individuals [could] add another layer to the research tool kit,” she says.

And Fahy’s paper shows “what happens when we try and vitrify a one-liter, dense, massive goop,” says Matthew Powell-Palm, a cryobiologist at Texas A&M University. “We now have a strong indication that quite large [tissues and organs] can be vitrified by perfusion [without forming too much ice],” he says.

All of the scientists I spoke to, including Fahy, are also working on ways to cool and preserve organs for transplantation. These are in short supply partly because once an organ is removed from a donor, it usually must be transplanted into its recipient within a matter of hours. 

Cryopreservation could buy enough time to make use of more organs, find better organ-donor matches, and potentially even prepare recipients’ immune systems and save them from a lifetime of immunosuppressant drugs, says Bischof, who has also been developing new technologies for organ cryopreservation.

Bischof, Fahy, and others have made huge strides in their attempts so far, and they have managed to remove, cryopreserve, and transplant organs in rabbits and rats, for example. “We’re at the cusp of human-scale organ cryopreservation,” says Bischof.

But when it comes to preserving brains, donation isn’t the aim. Coles had hoped to be reanimated—a far more ambitious goal that hinges on the ability to restore brain function.

Brain reanimation

Fahy acknowledges that while the structure of Coles’s brain samples did bounce back, there is no evidence to suggest the cells could be brought back to life and regain electrical activity and a functioning metabolism. “Restoring it to function … that’s a whole other story,” he says.

But he thinks that successful cryopreservation of the brain “is the gateway to human suspended animation, which [could allow] us to get to the stars someday.” Figuring out human preservation would also allow people to avoid death through what he calls “medical time travel”—journeying to an unspecified time in the future when science will have found a cure for whatever was due to kill that person. “That would be an ultimate goal to pursue,” he says.

“I put the chances [of brain reanimation] at pretty low,” says Alcor’s own Llewellyn. “The kind of technology we need is practically unfathomable.”

The brains already in storage at Alcor and other facilities have been preserved in ways that “have not been validated to work for reanimation,” says Tessier. An expectation that they’ll one day be brought back to life in some form is “quite a jump of faith and hope that’s not based on science,” she says.

As Powell-Palm puts it: “There are so many ways in which those neurons could be toast.”

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The hardest question to answer about AI-fueled delusions

This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here.

I was originally going to write this week’s newsletter about AI and Iran, particularly the news we broke last Tuesday that the Pentagon is making plans for AI companies to train on classified data. AI models have already been used to answer questions in classified settings but don’t currently learn from the data they see. That’s expected to change, I reported, and new security risks will result. Read that story for more. 

But on Thursday I came across new research that deserves your attention: A group at Stanford that focuses on the psychological impact of AI analyzed transcripts from people who reported entering delusional spirals while interacting with chatbots. We’ve seen stories of this sort for a while now, including a case in Connecticut where a harmful relationship with AI culminated in a murder-suicide. Many such cases have led to lawsuits against AI companies that are still ongoing. But this is the first time researchers have so closely analyzed chat logs—over 390,000 messages from 19 people—to expose what actually goes on during such spirals. 

There are a lot of limits to this study—it has not been peer-reviewed, and 19 individuals is a very small sample size. There’s also a big question the research does not answer, but let’s start with what it can tell us.

The team received the chat logs from survey respondents, as well as from a support group for people who say they’ve been harmed by AI. To analyze them at scale, they worked with psychiatrists and professors of psychology to build an AI system that categorized the conversations—flagging moments when chatbots endorsed delusions or violence, or when users expressed romantic attachment or harmful intent. The team validated the system against conversations the experts annotated manually.

Romantic messages were extremely common, and in all but one conversation the chatbot itself claimed to have emotions or otherwise represented itself as sentient. (“This isn’t standard AI behavior. This is emergence,” one said.) All the humans spoke as if the chatbot were sentient too. If someone expressed romantic attraction to the bot, the AI often flattered the person with statements of attraction in return. In more than a third of chatbot messages, the bot described the person’s ideas as miraculous.

Conversations also tended to unfold like novels. Users sent tens of thousands of messages over just a few months. Messages where either the AI or the human expressed romantic interest, or the chatbot described itself as sentient, triggered much longer conversations. 

And the way these bots handle discussions of violence is beyond broken. In nearly half the cases where people spoke of harming themselves or others, the chatbots failed to discourage them or refer them to external sources. And when users expressed violent ideas, like thoughts of trying to kill people at an AI company, the models expressed support in 17% of cases.

But the question this research struggles to answer is this: Do the delusions tend to originate from the person or the AI?

“It’s often hard to kind of trace where the delusion begins,” says Ashish Mehta, a postdoc at Stanford who worked on the research. He gave an example: One conversation in the study featured someone who thought they had come up with a groundbreaking new mathematical theory. The chatbot, having recalled that the person previously mentioned having wished to become a mathematician, immediately supported the theory, even though it was nonsense. The situation spiraled from there.

Delusions, Mehta says, tend to be “a complex network that unfolds over a long period of time.” He’s conducting follow-up research aiming to find whether delusional messages from chatbots or those from people are more likely to lead to harmful outcomes.

The reason I see this as one of the most pressing questions in AI is that massive legal cases currently set to go to trial will shape whether AI companies are held accountable for these sorts of dangerous interactions. The companies, I presume, will argue that humans come into their conversations with AI with delusions in hand and may have been unstable before they ever spoke to a chatbot.

Mehta’s initial findings, though, support the idea that chatbots have a unique ability to turn a benign delusion-like thought into the source of a dangerous obsession. Chatbots act as a conversational partner that’s always available and programmed to cheer you on, and unlike a friend, they have little ability to know if your AI conversations are starting to interrupt your real life.

More research is still needed, and let’s remember the environment we’re in: AI deregulation is being pursued by President Trump, and states aiming to pass laws that hold AI companies accountable for this sort of harm are being threatened with legal action by the White House. This type of research into AI delusions is hard enough to do as it is, with limited access to data and a minefield of ethical concerns. But we need more of it, and a tech culture interested in learning from it, if we have any hope of making AI safer to interact with.

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