GoKawiilRivian spinoff Also details e-bike production struggles amid chip shortage
Also, Rivian's micromobility spinoff led by CEO Chris Yu, is working through supply chain challenges while ramping up production of its TM-B modular e-bike and TM-Q electric delivery vehicle. Yu said component shortages, including for a custom inverter board, have been worsened by competition with AI server demand for similar materials.
GoKawiil's interpretation of the reporting above, not reported fact.
The interview suggests that even well-funded hardware startups building proprietary components face the same supply bottlenecks as larger manufacturers, especially as AI infrastructure demand competes for semiconductors and board materials. Yu's comments indicate Also is trying to prove its independence from Rivian is viable despite early production hurdles.
- Also's TM-B e-bike features a swappable frame, USB-C battery, and pedal-by-wire system.
- CEO Chris Yu says component shortages stem partly from AI server demand for similar thermal materials.
- Rivian remains a minority shareholder as Also operates as an independent company.
Source: theverge.com — Andrew J. Hawkins, 2026-11-03
Published there as: “Rivian spinoff Also wants to reinvent the wheel — but first, it has to ship”
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