It's been a good show, but I wouldn't have paid for the $500 ticket. The campaign has exposed the fault lines in the ebike industry, even the ebike review 'industry'.
https://electricfatbike.wordpress.c...bike-check-out-electricbikereview-com-or-not/
Cheap bikes are probably going to show up. Margins are likely to go down. China makes great laptops, the latest smartphones are almost cutting edge. China can't make a good ebike, sell it on Alibaba? I wouldn't count on that. The stuff Dillenger is offering is more interesting than the storm, and it's more of a going concern that will be around. But there are a lot of 'pure China import' bikes around. Why is Storm different?
If people ultimately get their Storms, it is likely to be because Storm bends a lot of rules. You can 'leak' bikes into the US. I guess that means you are not a real business, with like a legal address, facilities, licenses, insurance. Can you really 'leak' 6,000 bikes into the US without setting up anything? Not get called out by anyone?
It's not great, the Storm model. Not even Walmart type jobs are created. If you want a US industry, you will have to do more than flip ebikes off Alibaba onto a container ship. Is there any way to build various kinds of ebikes in the US? Prodeco tries. What you need is volume. Storm got volume, but they are playing the Asia import game, and probably very loosely. Maybe people will ask these questions at the Demo.
Everything in ebikes just went all upscale in the past couple of years. Bosch stuff is out of sight. Mid-drive from Europe just pushes bikes into the 3's and 4's. The Euro model is to sell ebikes that are so expensive, so beautiful, that you can never ride them anywhere because they will be stolen.
But Storm hasn't answered the question "Where is a really solid low end price point for ebikes". If it works then their price is OK, but there may be nothing but a bike. If they can't cut whatever corners they are cutting, and deliever a decent bike, what are these 6,000 ebikes going to be? You don't have to put forward much of a plan to get on Indiegogo.
Maybe we, in the US, will have a presence in electric motorcycles or whatever comes next.