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Whether it’s the race to find life on Mars, the campaign to outsmart killer asteroids, or the quest to make the moon a permanent home to astronauts, scientists’ efforts in space can tell us more about where humanity is headed. This subscriber-only discussion examines the progress and possibilities ahead.
Speakers: Amanda Silverman, features & investigations editor, and Robin George Andrews, award-winning science journalist and author
Recorded on March 25, 2026
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- Science Writing by Robin George Andrews
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.
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.”
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.”