Like, EEStor or Nikola with big claims, timelines pushed years out, raise a ton of money, delay forever. Donut announced at CES and said bikes ship Q1 2026 which is weeks from now. They've raised ~€25M total (QuantumScape has burned through $1.5B+). And apparently they're not doing a big fundraise right now either.
If it's a scam it seems like a really bad strategy? You're basically setting a timer on your own credibility.
I've been reading around and the thing I keep landing on is the Nordic Nano connection. They're a Finnish nanotech company Donut invested in, and they published specs for a "bipolar electrostatic capacitor" with basically identical numbers - 400 Wh/kg, 100k cycles, fireproof. Does anyone with more battery knowledge know if this could be some kind of supercapacitor hybrid being marketed as a solid-state battery? The VTT report confirms fast charging works but doesn't say anything about energy density, cycle life, or what this thing actually is.
Seems like the energy density and cycle life reports (supposedly coming in the next few weeks) are going to be way more interesting than this one.