[Dockson]

This doesn't really follow the usual battery scam pattern, does it?

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.

[Hamuko]

Yeah, if it's a scam, at least we don't have to worry about it for too long. If we don't have third-party test results and/or the bikes in testers' hands in the next 37 days, then we can be pretty sure that it's just bogus.

[skrebbel]

I really want this to be true, but the founder launching AGI 9 months ago doesn't help their credibility a lot. And drip-marketing test results seems like a super weird thing to do, whether it's real or it's not.

Don't forget that a lot of scams aren't initially on purpose. Eg Theranos by all accounts very gradually morphed from a mild "fake it till you make it" scheme (mild by Silicon Valley standards at least) into a full-blown scam over years of growth and funding, the lies needing to be deeper and deeper over time to cover up the earlier ones.

I guess all I'm trying to say is the fact that it's a bad strategy for a scam, doesn't really mean it's not a scam.

Those Verge motorcycles appear to actually exist and work though, so that's a data point in favour of this being real.

[mrtksn]

> the founder launching AGI 9 months ago

Yes, I want this too good to be true battery to be real and that's why I'm looking into such things but this claim is false.

He apparently launched "Artificially Superintelligence", which appears to be a marketing term for some architecture this company was working on. The "AGI" term seems to come from people who are going after this CEO.

I wasn't able to come up with people who claim that they were actually scammed, i.e. paid for a product that wasn't delivered or made an investment into something that doesn't exist.

This appears to be a much cleaner slate than the titans of AI. I'm inclined to believe that those alleged scams are not scams by SV standard.

[qingcharles]

The founder reminds me of Kim "Dotcom", which worries me. I hope this thing is legit.

https://en.wikipedia.org/wiki/Kim_Dotcom

[PoignardAzur]

> Does anyone with more battery knowledge know if this could be some kind of supercapacitor hybrid being marketed as a solid-state battery?

A few Youtubers have pushed the "if it's not a scam, it's probably a novel capacitor" hypothesis, but in their video announcing this test series last weekend, Donut Labs claimed "it's not a capacitor", so I don't know what's going on.