SES AI Corp Q1 FY2026 earnings call

The goal of Molecular Universe is to replace R&D. It follows a workflow starting with a problem, using ASK (agentic large language model) to get known solutions, then SEARCH for novel solutions, FORMULATE to make and test battery materials, DESIGN to give directional guidance for cell design, and PREDICT to use early cycle data to predict end-of-life. Features like ASK has multiple compute speeds, Deep Space for detailed responses, SEARCH can find molecule friends, FORMULATE predicts electrolyte properties, DESIGN evaluates additive impact on cell performance, and PREDICT uses early data to estimate long-term battery performance

No specific financial performance and revenue contribution related content for product segments

No clear forward-looking guidance related content

No discussion of risks and operational failures

Q: Does your software have any way of distinguishing between papers on the same subject, but one is of higher quality and the other is junk?

A: Our way of distinguishing that is basically by not including junk in our paper database in the first place. The ASK model does understand what the citations are, so it will potentially be more likely to return results from high-quality journals, but we endeavor to basically make sure that only high quality results are included in the database and in the first place.

Q: Does your software include only lithium relevant molecules or flow batteries or other chemistries?

A: In the most technical sense, our database is agnostic to the working ion. These molecules are largely neutral organic molecules which could apply to lithium, sodium, etc., but currently focused on lithium ion use case.

Q: How do you define friends in search?

A: A friend is a molecule that should perform in the same way as the query molecule, ideally even better, and can be a substitute for the query molecule.

Q: What are the different tiers of Molecular Universe?

A: We have individual tiers from basic to research, explore, teams, and enterprise with layers like enterprise one, two, three, joint development, including subscription options with cloud and on-premise