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Also e-bike spinoff delays shipments again

· news

Delayed Deliveries: The E-Bike Industry’s Latest Headache

The latest casualty in the e-bike industry’s supply chain woes is Also, a spinoff of Rivian that has struggled to get its first products to customers on time. After months of delays, the company will start delivering its TM-B e-bikes next week, with all Launch Edition bikes expected to be shipped by September.

The story of Also’s delay involves mismanaged supply chains and a lack of transparency from the company itself. Initially targeting a “spring” 2026 ship date, the startup pushed back its delivery window to July due to unspecified supply chain issues. This was already a significant setback for customers who had been waiting patiently, but it seems that Also has once again fallen short of its promises.

The decision to spin out from Rivian in March 2025 with $105 million in backing from Eclipse seemed like a bold move at the time. However, as delays mounted and supply chain issues continued to plague the industry, it became clear that Also was not immune to these problems. The company’s attempts to downplay these issues, citing “current stress on global supply chains” without providing specifics, have added to customer frustration.

New entrants in the e-bike market face significant challenges, as seen with Also and other startups like Specialized and Trek, which have been navigating the complex world of e-bike manufacturing for years. Startups must balance meeting delivery deadlines with maintaining quality standards while supply chains are under strain.

Also’s plans to expand its product line beyond the TM-B e-bike will be put to the test by the company’s inability to deliver on existing promises. The startup’s biggest challenge now is not just getting its products to customers on time but also convincing them that it can be trusted.

The r/ALSOmicromobility subreddit thread, where customers vented about repeated delays and a lack of communication from Also, highlights the importance of customer service in this industry. While some customers are willing to give companies like Also the benefit of the doubt, others have lost patience and canceled their reservations.

As the e-bike market continues to grow and mature, companies like Also will need to do more than just deliver products on time – they’ll need to build trust with customers through transparent communication, timely updates, and a commitment to quality. For now, Also has its work cut out in getting its TM-B e-bikes to customers while rebuilding trust with an increasingly skeptical customer base.

In the long run, this experience may prove to be a valuable learning opportunity for Also. By acknowledging its mistakes and making amends, the company can emerge from this period of delay and uncertainty stronger and more resilient than ever. But for now, it’s hard not to feel a sense of déjà vu as another e-bike startup struggles to live up to its promises in an industry where supply chain woes seem to be the new normal.

The question is: what will Also do next? Will it learn from its mistakes and take steps to prevent similar delays in the future, or will it continue down a path of broken promises and disappointed customers? Only time will tell.

Reader Views

  • CM
    Columnist M. Reid · opinion columnist

    The Also e-bike debacle highlights the pitfalls of chasing growth without establishing solid logistics. While Rivian's spinoff initially seemed like a clever move to capitalize on the e-bike craze, it's clear that Also underestimated the complexity of building a robust supply chain from scratch. Now, with delayed deliveries and waffling timelines, investors and customers alike are left wondering if this startup can survive long-term. One key takeaway: no matter how exciting an electric two-wheeler may seem, getting it to market on time is just as crucial as its design or performance.

  • EK
    Editor K. Wells · editor

    While Also's decision to finally start shipping its TM-B e-bikes next week is welcome news for customers, one can't help but wonder what this says about the company's supply chain management and communication strategy. What's striking is how this delay reflects a broader issue in the industry: startups racing to market without developing robust internal systems to support growth. By prioritizing expansion over reliability, Also risks alienating its customer base just as it's trying to build momentum – a critical lesson for any ambitious e-bike maker entering this crowded and competitive space.

  • AD
    Analyst D. Park · policy analyst

    The Also e-bike debacle is a stark reminder that even with deep pockets and industry expertise, navigating supply chain complexities can be a death knell for startups. While the TM-B's delayed launch is a major setback, it's equally concerning how Rivian's spinoff seems to have inherited not just its parent company's products but also its struggles. The industry would do well to scrutinize Also's business model and identify areas where efficiency and transparency can be improved, lest they perpetuate a cycle of delays and disillusioned customers.

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