Jason Hoekema / The Brownsville Herald via AP

Quanergy, a Silicon Valley-based "unicorn" best known for making LiDAR sensors, is among the hundreds of companies that have formally expressed interest in helping to build President Trump's southern border wall, per an Axios review of federal records.

No additional information was provided, nor did Quanergy respond to a request for comment. Three notes:

  1. Quanergy appears to be the only VC-backed startup listed as an "interested vendor," although an angel-backed company called Repperio (Virginia-based contracting analytics platform) is in there too.
  2. Being an "interested vendor" does not necessarily mean that an actual bid is forthcoming. Need proof? Both CNN and NPR also are listed as interested vendors, most likely when junior researchers pressed the wrong button while accessing the system (it was very confusing).
  3. Quanergy has raised around $150 million in funding, most recently at a post-money valuation of around $1.6 billion. Backers include Sensata Technologies, Delphi Automotive, Samsung Ventures, Rising Tide Fund, Motus Ventures, Alrai Capital and GP Capital. It is led by co-founder and CEO Louay Eldada, who is a Lebanese immigrant.

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Data: SurveyMonkey; Chart: Danielle Alberti/Axios

Voters who disapprove of President Trump most strongly are by far the most likely to vote by mail in the presidential election, according to an Axios analysis of exclusive data from SurveyMonkey and Tableau.

Why it matters: The new data shows just how strongly the mail-in vote is likely to favor Joe Biden — with potentially enormous implications in the swing states due to the greater risk of rejection with mail ballots.

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Reopening the ACA debate is politically risky for GOP

Data: Kaiser Family Foundation, The Cook Political Report; Notes: Those losing insurance includes 2020 ACA marketplace enrollment and 2019 Medicaid expansion enrollment among newly-eligible enrollees. Close races are those defined as "Toss up" or "Lean R/D"; Table: Andrew Witherspoon/Axios

The sudden uncertainty surrounding the future of the Affordable Care Act could be an enormous political liability for Republicans in key states come November.

Between the lines: Millions of people in crucial presidential and Senate battlegrounds would lose their health care coverage if the Supreme Court strikes down the law, as the Trump administration is urging it to.

Coronavirus cases rise in 22 states

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Data: The COVID Tracking Project, state health departments; Map: Andrew Witherspoon, Sara Wise/Axios

The coronavirus is surging once again across the U.S., with cases rising in 22 states over the past week.

The big picture: There isn't one big event or sudden occurrence that explains this increase. We simply have never done a very good job containing the virus, despite losing 200,000 lives in just the past six months, and this is what that persistent failure looks like.

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