Game changing battery from Donut ?

The slick marketing reminds me a bit of the Irish company that claimed to have invented a perpetual motion machine. A lot of sceptical comments on the videos too.

https://www.electrive.com/2026/01/05/verge-motorcycles-switches-to-in-house-solid-state-batteries/

Some more info, doesn't mention the materials used in the battery except to say they're environmentally friendly and geopolitically safe

Presumably that means no rare earth materials, which seems unbelievable

Worth noting that Verge production volumes are pretty low. I actually can't find any official figures but they mention 2000+ drivers which seems pretty modest

Assuming 1000 bikes per year with the larger 33kWh battery that's an annual production of 33MWh of batteries per year

Bit of context, Tesla Gigafactory Nevada produces over 35GWh per year. A casual 1000 times size difference and possibly a lot wider

However, if the battery does everything it promises I would expect many other manufacturers to jump on board and scale production rapidly

The EVs of 2030 could be very different to the EVs of 2026

Well it's a lot less rare for starters, plus there's a lot of it already available

Without knowing the ratio of silver to other material in the battery it's hard to gauge

There's already a lot of pressure on silver though, it's still used a lot in electronics and we've already seen a few companies effectively buy up the global supply of silicon for the next few years

Not obsolete. Worst case, outdated battery tech, cells could be upgraded. I certainly would have no need to change my cars anytime soon. Would you?

There was a similar claim a while ago about a super capacitor that would make batteries obsolete

One interesting thing I learned was that capacitors and batteries kind of converge as their capacity grows

Personally I'm very on the skeptical side of the fence until I see some independent verifications

I think the company is privately owned. But the thing to look out for could be an investment pitch, maybe aimed at the general public, like an IPO, "to bring the tech to the next stage". CES is the ideal place to launch something like that. The red flag will be in flames at that point. Could be wrong of course. The sign that it's real, would be them selling out to one of the big auto manufacturers. They wouldn't be easily fooled.

I'll be holding out for a few years anyway. By then, the flux capacitor should be coming on stream.

Nikola motors kept going for years on lies

Same for Fisker

WeWork was a pretty good money maker for Adam Neumann, even when he got fired

Seems like for these scam artist founder/CEO types it's about living the high life on someone else's buck

And sure, if they manage to deprive some billionaire backed VC fund of money, I'm not going to feel much sympathy

I don't think the logic of getting caught ever enters their mind, they just pick up and move on to the next idea

The big problem is that it diverts funding and resources away from companies doing actual research into the technology and slow them down as a result

Now, maybe Donut are on the money and the battery does everything it promises. I honestly hope it does because that really would be a game changer

But, I'm still skeptical until I see it in action