[audunw]

I find the talk around Donut so weird. At CES we were told they had nothing because they hadn’t shared third party test. They then shared third party tests remarkably fast. From the dating of VTT reports it’s clear they shared it as soon as VTT finalised their reports. Now they have nothing because they haven’t released enough tests fast enough?

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

[perching_aix]

I think by this point they demonstrated basically all the characteristics of their battery well enough, except for the density, but then that was a pretty damn important and big claim. I'm not sure they can afford to delay that much longer. Or the actual shipment of products.

[crote]

They didn't share third party tests. They shared tests done by a party they contracted, and whose test reports don't back up the claims to the extent that they claimed.

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.