Comment by Workaccount2

It would be embarrassing if they jumped the gun with promises from a Chinese oem who was also just white labeling some other Chinese battery. Or giving engineering samples to Donut from a process with a 1% yield hoping they can figure it out in time.

To put in HN terms, if someone sold you a 20TB SDcard knowing your R/W speeds are limited to 100kbps, it's going to take you a while to confirm that the card is actually 20TB. Rough analogy, but there are similar ways you can hide true battery performance.

It's just extremely suspect that a company full of mechanical and electrical engineers, who made (supposed) blow out gains in electrical motors this year, also found the holy grail of (battery) chemical engineering too.