I recently met someone who works here, and I'm extremely skeptical of it. My impression was that it wasn't an outright scam (they have at least a few real employees), but that they were wildly out of their depth.

The founders are ex-blue origin mechanical engineers, and I think they've fallen into the classic engineers trap of thinking that problems out of their areas of domain expertise are "simple". The real kicker for me was that they had only just hired their first physicist after working on the project for several months.

Obviously I'm potentially falling into the same trap -- I don't work on fusion, and it's easy to be a skeptic. But that was my impression.