Court had a brief interview with Sondors at the beach Demo Day. It was kind of clear that Sondors was clueless about the parts on a bike. And then all Hell broke loose and the project seemed to implode. But Sondors went to China, where he had made toys, and he made the bike he promised people. There are a lot of nuances to that story, but there was a large contingent of people who said his reports from China were totally fake. It was a surreal time. But he found a good motor and he found decent cells, and he made a bike that a lot of people like. The lesson to me was if you go to China and do the work there, you can get cheap cells and make a decent battery for way less than what retailers were charging. I think Luna picked up on this, and Luna may now have some in house battery production equipment. A lot of things happened because of Sondors. I think other bikes followed Sondors, so maybe Sondors cleared a path for Rad Power, using the CF model. You can argue Sondors didn't come up with CF, that he was barely on the Web. You can argue Sondors didn't know bikes. But, gee, here we are. He must know how to do something?
Now, can he make a car? Your points are valid.
Electra Meccanica has a similar car, and they are in production. Where do they go for service? These are critical questions because support is a big deal. In theory, these are simple mechanical devices. I think Elio, with a gas car, had some sort of deal with Pep Boys. I'm not sure that inspires confidence.
I think Sondors feeds on the negativity. These are not well rounded companies with deep management teams. It's all Sondors, all the time. Sondors has a history of not getting along with people. It's the exact problem Luna has. The risk of flame-out is substantial. Dell was a biz skool kind of company. You only need an egomaniac for so long. Where's the real management team, for the ebikes and the cars?