Even the gravimetric density is fairly close, CATL's claim is 350 Wh/kg, compared to Donut's 400 Wh/kg.
The safety and durability (plus no lithium) prospects of Donut's V1 battery are still big though (if the thing is actually real).
I haven't really followed that closely myself, but I've noticed the people who I saw defending Donut before have gone really quiet about it lately.
It’s clear they have something very interesting.
We’re mainly missing low temp and energy density test. If they have something real, obviously they’re saving density for last (near the time real customers get their hand on the bike), since it will give them huge amount of attention. Can’t fault them for milking what they’ve got (if they got it) for all the marketing hype it’s worth.
We’re also missing cycle life test but the claims can’t really be fully tested in a reasonable time. So even if their tests show projections that indicate high cycle life, people will doubt it, or shift the focus to ageing effects. So personally I don’t care much, we just have to see how it works out in real life.
The lawsuit incidentally reveal their connection to partners which does reveal that there’s something real there. Another criticism was that the couldn’t have developed all the tech from scratch themselves in such a short time, and now it’s clear they didn’t, they’re using tech licensed by other companies with real competence in the field.
If it’s as good as they say with zero caveats and can be manufactured at scale is another matter
Do they have something interesting? Maybe! But it could also be yet another Theranos. Extraordinary claims require extraordinary evidence, and they haven't exactly been forthcoming with it.
See, I can do this too. All it takes is a modicum amount of conspiratorial thinking and some willingness to engage in ill faith, with a dash of flair for the dramatic. For normal people, it was instead just "oh yeah, news cycle thing one vs news cycle thing two".