Rivian's Also Faces Delays in Futuristic E-Bike Shipments
High-tech features and supply chain issues push TM-B deliveries to late 2026.
1Innovative E-Bike Design
Also's TM-B e-bike features a USB-C chargeable battery, removable seat post, and a unique software-controlled pedal-by-wire system. This design eliminates mechanical connections, using a generator motor on the crank and a software-driven traction motor at the rear wheel. The bike's high-tech approach has set it apart in the e-bike market, generating significant consumer interest. However, these innovations have also introduced unexpected production complexities.
2Supply Chain Bottlenecks
The AI boom has created shortages in printed circuit board (PCB) and integrated circuit (IC) materials, critical for the TM-B's software-powered systems. Also's team has had to source alternative materials, requiring additional engineering and testing. These supply chain challenges have forced the company to delay its original spring 2026 delivery timeline. The delays have frustrated customers, many of whom have voiced their concerns on Reddit.
3Regulatory Hurdles
The TM-B's 240W power delivery exceeds current regulatory guidelines, necessitating collaboration with standards groups to establish new safety protocols. Also is working to ensure compliance without compromising the bike's performance. This regulatory hurdle adds another layer of complexity to the already delayed production process. The company aims to finalize these protocols before mass production begins.
4DreamRide Drivetrain Challenges
The pedal-by-wire DreamRide drivetrain requires high-precision manufacturing, slowing production ramp-up. This system uses a generator motor to replenish the battery and a separate traction motor for movement. Ensuring quality and reliability has taken precedence over meeting initial delivery timelines. Also admits the complexity of this system was underestimated during the planning phase.
5Customer Communication
Also's product manager, Saul Leiken, publicly apologized for the delays and poor communication. In a detailed Reddit post, he explained the company's decision to prioritize quality over speed. Leiken acknowledged the need for better transparency with customers throughout the delay period. The apology aims to rebuild trust with frustrated reservation holders.
6Quality Over Speed
Also faces a critical choice: relax standards to meet deadlines or maintain high quality and accept delays. The company has chosen the latter, believing it's the right long-term decision. This approach reflects Rivian's broader commitment to quality in its automotive and micromobility products. However, the delays highlight the risks of over-ambitious product design.
7Market Impact
The TM-B's delays come as the e-bike market grows increasingly competitive. Consumers have more high-tech options than ever, increasing pressure on Also to deliver. The company's ability to overcome these challenges will test its reputation as an innovator. Success could solidify its position; further delays may erode consumer confidence.
8Lessons for Startups
Also's experience underscores the challenges of bringing complex hardware products to market. Supply chain volatility, regulatory hurdles, and manufacturing precision can derail even well-funded ventures. The case highlights the importance of realistic timelines and robust communication strategies. For startups, balancing innovation with execution remains a critical challenge.