I like the other explanation better, that KP is already maxed out at 20% investment and DW won't allow them to have more of his company. This theory also explains why DW has enough money to build the production line.
It is quite possible that KP never signed a NDA (as company policy) and doesn't know any more than we do. They are in the business of taking risks.
I do not share the same euphoria as some other believers, that EEStor will change the world. It will only have a large impact if it is MUCH cheaper than batteries, since there is the additional cost of the variable DC/DC converter. GM pays LG Chem $500/kwh for their Volt batteries. At this price GM loses money on the sale of the car, and only does so in anticipation of much lower prices in the future. A vast majority of people will not buy electric cars until the price difference (to gas powered) is negligible.
I only classified myself as a believer since I read mounting evidence that the production line is real.
Once I stood at the side of the highway looking south watching the light show in the sky. Many others stopped, watched and left talking about UFOs. Finally the full moon appeared from behind the clouds.
