After facing protracted delays attributed to unspecified supply chain challenges, Also, the micromobility startup spun out from electric vehicle manufacturer Rivian, is poised to commence the delivery of its first e-bikes to customers as early as next week. This highly anticipated milestone marks a crucial juncture for the company, which has been navigating the complexities of product development, manufacturing, and customer communication since its inception. The Launch Edition of Also’s TM-B e-bike, priced at $4,500, has initiated its journey from the manufacturer to the company’s U.S. warehouse, with the expectation that all Launch Edition units will reach customers between the upcoming week and September.
The Genesis of Also: From Skunkworks to Spinoff
The origins of Also trace back to 2022, beginning as an internal "skunkworks project" within Rivian, the innovative electric adventure vehicle manufacturer. Rivian CEO RJ Scaringe reportedly initiated the exploration into e-bike development, envisioning a complementary offering that would extend Rivian’s brand ethos of outdoor adventure and sustainable transportation beyond its acclaimed electric trucks and SUVs. This strategic move underscored a broader industry trend where established automotive companies began to recognize the growing importance of micromobility solutions in addressing urban congestion, last-mile delivery, and recreational transportation needs.
For several years, the project remained under wraps, undergoing extensive research and development. This period saw Rivian invest significant resources into refining the concept, iterating on designs, and exploring the technological intricacies required for a high-performance electric bicycle. A notable collaboration during this early phase involved Jony Ive’s esteemed design firm, LoveFrom. TechCrunch first reported in 2025 that LoveFrom, renowned for its minimalist and user-centric design philosophy applied to iconic technology products, contributed to an early design of Also’s e-bike. This partnership signaled Also’s ambition to position its product not merely as a functional vehicle but as a premium, design-forward offering in the burgeoning e-bike market, mirroring Rivian’s own emphasis on sophisticated design and engineering.
In March 2025, the internal project evolved into an independent entity, with Rivian formally spinning out Also as a standalone company. This separation was accompanied by a substantial financial injection of $105 million from Eclipse Ventures, a venture capital firm known for its investments in industrial transformation and enterprise technology. The backing from Eclipse provided Also with the necessary capital to scale its operations, ramp up manufacturing, and build out its organizational structure, transitioning from an experimental project to a full-fledged startup with ambitious plans.
The TM-B Unveiled: Ambition Meets Market Reality
Also publicly unveiled its inaugural product, the TM-B e-bike, in October of last year. The reveal generated considerable buzz, not only due to its association with Rivian and the design input from LoveFrom but also for its modular design and premium features, justifying its $4,500 retail price. The company initially targeted a "spring 2026" shipping date for the Launch Edition, setting an ambitious timeline for bringing a complex, high-tech product to market. However, the global economic and supply chain environment proved more challenging than anticipated.
The subsequent months saw the industry grapple with a confluence of factors, including persistent semiconductor shortages, volatility in raw material prices, and logistical bottlenecks that impacted manufacturing across various sectors, particularly electronics and automotive components. These "supply chain headaches" ultimately compelled Also to revise its delivery schedule, pushing the anticipated window to July. This delay, while frustrating for early adopters, was a common narrative among manufacturers during this period, highlighting the fragility of global production networks.
In June, Also addressed the revised timeline in detail on a support page for its customers. The company explicitly stated, "The primary factor driving our updated summer timeline is current stress on global supply chains. A rapid, industry-wide spike in demand for raw materials and electronic components has impacted key parts required for the TM-B. This has temporarily delayed our planned manufacturing ramp-up and pushed our first delivery dates past our original spring window." The statement further assured customers of the company’s commitment to quality and safety, noting that "Our engineering and production teams are working around the clock to minimize these constraints without cutting a single corner on safety or quality." Despite this explanation, Also declined to specify the particular components or raw materials that caused the most significant delays, leaving some customers wanting more granular detail.
Customer Sentiment and the Challenge of Communication
The repeated delays and the perceived lack of transparent communication have inevitably tested the patience of Also’s early customers, many of whom pre-ordered the TM-B e-bike months in advance. The digital age provides immediate platforms for customer feedback, and the r/ALSOmicromobility subreddit became a focal point for prospective owners to voice their frustrations. By the last day of July, a thread on the subreddit showcased a range of emotions, from exasperation to a glimmer of cautious optimism.
One original poster articulated a common sentiment, stating, "I’m really frustrated by the lack of communication and the actual miscommunication/lies from Also regarding shipment timelines. Why do they keep making these promises about shipping timelines just to blow right past them without any communication or actual updates? It really makes no sense." This highlights the critical importance of clear, consistent, and realistic communication in managing customer expectations, especially for a premium product from a nascent brand. Another user, clinging to hope, quipped, "Hey we’ve still got a few business hours left in July. Maybe we’ll get an email later this morning."
However, not all customers maintained such patience. The economic investment of $4,500, coupled with the extended waiting period, led some to reconsider their commitment. One Reddit user succinctly posted, "Couldn’t wait any longer and canceled my reservation," illustrating the tangible impact of delays on customer loyalty and sales. For a new company seeking to establish its reputation, managing these early customer experiences will be paramount in building a loyal user base and fostering positive word-of-mouth. The initial delivery phase will not only be about getting bikes to customers but also about demonstrating reliable after-sales support and responsive customer service.
Beyond E-Bikes: Also’s Ambitious Micromobility Vision
While the immediate focus remains on the successful delivery of the TM-B e-bike, Also has articulated a much broader vision for its role in the evolving micromobility landscape. The company frequently refers to itself as a "vehicle company," signaling its intent to develop a diverse portfolio of transportation solutions beyond conventional e-bikes. This strategic foresight aligns with the growing demand for versatile and sustainable options for urban logistics and personal mobility.
A key aspect of this expanded vision involves plans to manufacture four-wheel pedal-assist cargo vehicles for Amazon. This initiative taps into the rapidly expanding last-mile delivery market, where electric cargo bikes and similar light electric vehicles are becoming increasingly vital for efficient and environmentally friendly urban logistics. Amazon, a major investor in Rivian and a pioneer in sustainable delivery solutions, represents a significant potential client for Also, offering a pathway to large-scale deployment and revenue generation in the commercial sector.
Furthermore, Also is reportedly developing an autonomous delivery vehicle for DoorDash. This venture into autonomous technology positions Also at the forefront of future mobility solutions, addressing the challenges of labor costs, delivery efficiency, and urban density. The collaboration with DoorDash, a leading food delivery platform, underscores the potential for Also’s technology to integrate into complex logistical networks, pushing the boundaries of what micromobility can achieve. These ambitious projects demonstrate Also’s long-term strategy to be a comprehensive provider of diverse electric vehicles, catering to both consumer and commercial segments, and potentially carving out a significant niche in the future of urban transportation.
The Broader Micromobility Landscape and Market Dynamics
The micromobility sector, encompassing e-bikes, e-scooters, and other light electric vehicles, has witnessed explosive growth over the past decade. Driven by increasing urbanization, environmental consciousness, and the desire for efficient short-distance travel, the global e-bike market alone is projected to reach significant valuations in the coming years. Reports indicate that the market size for e-bikes was valued at approximately $27 billion in 2022 and is expected to grow at a compound annual growth rate (CAGR) of over 10% through the decade. This robust growth provides a fertile ground for companies like Also, but also intensifies competition.
The market is populated by a diverse array of players, from established bicycle manufacturers transitioning to electric models, to innovative startups focusing exclusively on e-mobility, and even tech giants exploring mobility solutions. Factors such as battery technology advancements, motor efficiency, design aesthetics, and integration with smart features are key differentiators. Also’s strategy of combining Rivian’s engineering pedigree with Jony Ive’s design expertise aims to position the TM-B at the premium end of this spectrum, appealing to consumers who prioritize performance, aesthetics, and brand heritage.
However, success in this competitive landscape is not solely dependent on product innovation. Operational excellence, particularly in supply chain management, manufacturing scalability, and robust customer support, is equally critical. The delays experienced by Also are a stark reminder that even well-funded and strategically backed startups can fall prey to the inherent complexities of global manufacturing. The ability to pivot, adapt, and communicate effectively during unforeseen challenges will define the longevity and success of new entrants.
Looking Ahead: Challenges and Opportunities
As Also transitions from pre-order phase to actual delivery, the company faces a new set of challenges and opportunities. The immediate imperative is to ensure a smooth and efficient delivery process for the Launch Edition TM-B bikes, mitigating any further logistical hurdles. Beyond this, the quality of the product in real-world usage, the responsiveness of customer service, and the availability of spare parts and maintenance will significantly influence early customer satisfaction and brand perception.
The implications of the initial delays extend beyond immediate sales; they impact brand trust, which is particularly fragile for new ventures. Rebuilding and reinforcing this trust through transparent communication and exemplary product performance will be crucial. Furthermore, the company must continue to innovate and execute on its broader vision, including the development and deployment of cargo vehicles for Amazon and autonomous solutions for DoorDash. These larger projects will require substantial capital, technological prowess, and the ability to navigate complex regulatory and logistical environments.
Also’s journey reflects the dynamic and often unpredictable nature of the mobility industry. While backed by Rivian’s legacy and significant investment, the path to becoming a dominant force in micromobility is fraught with hurdles. The coming months will be pivotal in determining whether Also can leverage its premium branding and ambitious product roadmap to overcome initial production setbacks and solidify its position as a key innovator in the future of sustainable urban transportation. The successful delivery of the TM-B e-bike will not just be a fulfillment of pre-orders, but a critical first step in proving its operational capabilities and earning the enduring trust of its burgeoning customer base.
