Evidence strongly suggests Chamath was referring to Mitra Future Technologies (Mitra Chem), an AI‑enabled battery materials startup that Social Capital led the Series A for and where Chamath joined the board. The company focuses on iron‑based cathode materials such as LFP for EVs and energy storage. (prnewswire.com)

Looking at Mitra Chem’s public announcements around the prediction window:

• Sept 16/19, 2022 (before the podcast): Mitra Chem announced shipment of U.S.-made LFP cathode samples whose performance "exceed[s]" industry‑standard Chinese LFP, achieved in four months using proprietary ML algorithms. This is framed as a technical breakthrough, but it occurred about a year before July 27, 2023, so it cannot satisfy a prediction about an announcement in the following few weeks. (prnewswire.com)
• July 12, 2023 (before the podcast): The World Materials Forum highlighted Mitra Chem’s “breakthroughs in next generation cathode material” (including rapid LFP and LMFP development), but again this recognition predates the July 27 episode. (batteriesnews.com)
• Aug 16–17, 2023 (~3 weeks after the episode): Mitra Chem announced a $40M first close of a $60M Series B round led by GM. The release and related coverage describe the company’s AI‑enabled "groundbreaking" technology and its plan to develop advanced iron‑based cathodes (e.g., LMFP) for affordable EV batteries, but they do not disclose a new, specific LFP performance result or clearly labeled scientific/engineering “breakthrough” achieved at that time; the focus is financing and partnership, not a newly achieved technical milestone. (mitrachem.com)
• Sept 13–14, 2023 (~7 weeks after the episode): Another press release announced new investment and a lithium‑procurement partnership with TechMet‑Mercuria, again framed as supporting Mitra Chem’s mission and "groundbreaking work" but with no concrete, new LFP improvement claim. (mitrachem.com)

Mitra Chem’s own site and news archive show that its post‑July‑27, 2023 announcements through September 2023 are about funding rounds and partnerships, not about a newly achieved, publicly quantified LFP or LMFP performance advance. The only clearly documented LFP performance "breakthrough" (materials outperforming Chinese state‑of‑the‑art) is from September 2022, long before the prediction date. (mitrachem.com)

Given this, there is no public evidence that Chamath’s materials/battery company announced a new major LFP‑related breakthrough within a few weeks after July 27, 2023. While a large GM‑led Series B was indeed announced in that timeframe, it does not clearly match the normalized prediction of a breakthrough announcement about improved LFP performance. Under that strict reading, the prediction did not come true.