They have done this before referring to the company based on their position on the fortune list of companies (Walmart, Glencore). I think it is a hint as to who they are working with. I am assuming the companies would be between 500 and 1000 otherwise they would have said fortune 500 or 100 etc. It could be one or two companies between 500 and 1000 and the rest in the top 500. I have checked over several fortune 1000 lists and since they were speaking of e-mobility I looked for auto companies. There is polaris which could be e-mobility but there is only one auto company. Tesla is the only one I find between 500 and 1000.