Connect with us

Published

on

Each year the Micromobility America conference meets in California to showcase the latest companies and advancements in the light electric vehicle world. The sister show to Micromobility Europe, this year’s North American conference moved to Southern California, bringing to Costa Mesa an array of just about every type of micromobility device you could imagine, from e-bikes, e-scooters and fully-fledged electric motorcycles to four-wheeled neighborhood electric vehicles.

While it’s hard to cover every single company from the show, we did our best to pull out as many highlights as possible. See them below, or watch the video for an up close and personal experience. Or both!

Lectric Ebikes

Lectric Ebikes, which has grown in just five years to the best-selling electric bike brand in the US, had a prime spot at the show to share the company’s ever-growing lineup. At the center of the booth was the new Lectric XPedition 2.0 electric cargo bike, which was recently unveiled as a major update to the brand’s first cargo e-bike.

The XPedition somehow retained the same $1,399 selling price, while coming with lots of new features like an upgraded frame, improved suspension fork, torque sensor, better brakes, color display, larger battery options, and plenty of other new features.

The company’s CEO, Levi Conlow, was also one of the most popular speakers at the event, sharing his insights with the standing-room-only audience.

VMAX Electric Scooters

The Swiss-based electric scooter company VMAX was also on hand, leveraging their US expansion last year and their local LA-based distribution center.

The company brought nearly all of their models of electric scooters to the show and I had the chance to try several of them out.

The small and low-cost ($349!) VMAX VX5 and its upgraded VX5 Pro electric scooter are surprisingly peppy for a so-called “entry-level scooter”, and I could easily hit the 18 mph (30 km/h) top speed. There’s no suspension, but the scooter is so light that it doesn’t seem to miss it.

I spent more time on the VX2 Extreme (and I also borrowed one for the few days I was in LA – more on that experience soon) and can tell you that the upgraded power is potent. In its highest power mode, the 1,600W rear hub motor would easily wheelie and I had to remember to keep more weight on the front of the scooter while accelerating or just not go full-throttle, like I’m used to on weaker scooters where the throttle is basically an on/off switch. With the VX2 Extreme, you can treat the throttle more like an actual variable accelerator instead of just mashing it all the way to take off. That’s how much power this light and nimble scooter unleashes. Pretty impressive for $799!

The last model I tried was the VMAX VX4, which adds some comfortable suspension and more speed, though is a bit heavier. You give up some portability to get that extra performance, so this isn’t one you’d want to carry for too long (unless you’re ok with hauling 60+ lbs around by hand), but it’s incredibly planted and comfortable for longer cruising at higher speeds.

Fly E-Bike

This was my first chance to see the expanded lineup from Fly, which is basically the go-to electric bicycle dealer in New York City. They’ve got dozens of retail footprints in the city and are the main supplier to all of those delivery riders you’ll see doing the important yet thankless work of criss-crossing the city to bring food and deliveries to residents in mere minutes.

While Fly is known for its electric bicycles, the company has expanded into nicer-looking and higher-performance electric seated scooters and motorcycles.

I was shocked to see the impressive designs at the booth, especially since I had long associated Fly with all of those electric bikes with massive batteries meant for all-day delivery riders and not heavier duty motorcycles like these.

BikeOn electric bike conversion kit

The BikeOn conversion kit is one of the most highly engineered kits I’ve seen for converting a standard pedal bike into an e-bike.

It mounts in under 30 seconds to nearly any bicycle, attaching its bright red anodized gear ring to the largest sprocket on a bike’s rear cassette. It includes a built-in torque sensor that measures the force applied to the chain, allowing the small yet powerful motor to power the rear wheel directly.

The entire kit weighs just 3.8 lb (1.7 kg) without the battery, and that little motor is rated for either 250W or 750W, depending on the market. There’s even a compatible Android and iOS smartphone app that you can use as the kit’s dashboard.

The battery fits in a water bottle holder, and adds just 3.3 lb (1.5 kg) to the bike. It’s fairly small at 250 Wh, but they say it can add 20 miles of range to the bike.

This kit is not cheap, priced at US $1,246 without a battery or US $1,599 with a battery. You can buy very nice complete electric bicycles for that price, but that’s not really the point of this kit. Instead, this is designed to allow riders to convert a bicycle that they already own and love – especially nicer, high-end bicycles that you wouldn’t want to bolt a bunch of heavy gear onto.

Oh Wow Cycles

Oh Wow Cycles has some of the biggest – and coolest – electric bicycles I’ve ever seen. This company’s electric trikes are simply out of this world. Sure, they’ve got more “normal” two-wheeled e-bikes too, but the rickshaws are what really catch your eye. And that’s exactly what happened at the show, with these big people movers instantly drawing me into the booth.

The new Conductor Plus is basically the minivan of the e-bike world, providing ample seating in the back for multiple children or even adults! And as a double-duty electric trike, the bench seat actually folds forward to convert into more of a pickup truck bed for cargo or pets.

Unlike some trikes, which require you to bust out your hex wrench set and swap accessories to convert from passengers to cargo-carrying setup, this e-trike can convert in two seconds without the need for any tools.

There are also an option for dual batteries, which is a good idea for anyone planning on longer rides or using this e-bike for more commercial-style delivery duty.

I was also fortunate to have the chance to meet the company’s founder, Ash Soliman, and get a tour of the new models with him at the company’s booth. It was refreshing to see how excited Ash is about these e-bikes, especially for their use in so many roles from family transport to cargo duties and more.

These are definitely some awesome models to check out if you want the kind of heavy-hauling capabilities that expand beyond those of a traditional e-bike or even cargo bike.

Tempo e-bike insurance

Getting your electric bike stolen is an awful feeling. I’ve been there. Multiple times. Not only does it feel like a personal violation, but you’re left with a serious financial loss since most e-bikes are well over $1,000.

Fortunately, there’s a new electric bike theft insurance program called Tempo that sounds like exactly what I need – and probably what you need, too.

The company’s founder, Michael Keating, explained to me how the system works. In a nutshell, you pay US $199 and you get three years of theft protection – basically $5.50 per month. That protection includes active theft recovery by working with bike registries and local law enforcement. As part of the membership, riders get a registered bike number stamped on multiple anti-theft stickers designed to alert thieves of the active recovery program, and the stickers also include a special UV pigment so they still leave a mark on the bike even if removed.

If a bike is stolen, Tempo does its best to get it back using all of its various tools and connections in the industry. If they can’t get your bike back, you get up to $2,500 from Tempo to replace the bike. If you’re riding any of the mostly sub-$2,500 electric bikes in the US (the vast majority of all e-bikes), that’s a pretty great deal. If you’re on a $10,000 S-Works e-bike, you may want to look for a different insurance program.

Hyryd hydrogen-powered e-bikes

I first had the chance to see Hyryd’s hydrogen-powered electric bikes at the Micromobility Europe 2024 show, and now the company most recently showed off their technology in the US at Micromobility America 2024.

Unlike nearly all other e-bikes, which store energy in a battery, the Hyryd e-bikes use a small hydrogen tank combined with a fuel cell to generate electricity that powers the rear-wheel motor.

The bikes themselves are designed for the European market and thus don’t have the same power we’re used to in the US, but the technology is neat to see in action.

I’m not sure this is the future of e-bikes, and in fact I’m fairly sure it isn’t. But if they can find some niche use such as in sharing or commercial fleets where a central electrolysis machine can refill hydrogen bottles in a depot, then perhaps there’s something to this.

E-Cuffs scooter lock

This one caught me by surprise, but it was neat to see these new scooter handcuff-style locks from E-Cuffs.

They use a quick-release system, so they can stay mounted on the scooter’s stem for normal use and then pop off for quick locking to various objects.

Scooters can represent a tricky locking problem since they rarely have a good triangle like e-bikes to secure a lock onto the frame. But with the E-Cuffs, an e-scooter can be conveniently locked around its stem or downtube.

Joyride Revii

We’ve seen Joyride at several events in the past, showcasing the company’s connected platform that makes it easy for startups or established companies to operate fleets of smart-connected micromobility vehicles. Want to open your own Bird scooter startup? Joyride can get you up and running easily with your own fleet of digitally integrated scooters that all phone home.

Now the company is demonstrating off a new platform called Revii for larger micromobility vehicles (sometimes referred to as “minimobility”) including golf carts, Low-Speed Vehicles (LSVs) and other Neighborhood Electric Vehicles (NEVs).

The app works similarly to Joyride’s micromobility platform, but makes it easier for hotels, resorts, convention centers, or other operators of vehicle fleets like these to manage and control their vehicles.

As these important car-replacing vehicles become more common, and more locations begin offering fleets for rental, shared, or other commercial uses, Revii’s platform could become increasingly common in the space.

Ryvid electric motorcycles

Electric motorcycles were also a big part of the show, with Ryvid sharing test rides on its US-built Anthem and Outset electric motorcycles. Both feature Ryvid’s proprietary removable battery design, allowing motorcycle owners to park outside and roll their large battery into their garage or apartment to charge from a wall plug. You can even take it up into a tall apartment building as long as you’ve got an elevator!

The Anthem also has a number of other cool features, such as its actuator-controlled adjustable frame, which lets riders move the seat up and down by as much as four inches (100 mm), even while riding.

The Outset is built on a similar frame, though lacks the actuator. It’s built more like a dual-sport bike and will likely make off-road riders feel more at home than the obviously commuter-oriented Anthem. At under $6k, it’s also very attractively priced – though the Anthem’s $6,495 price is also quite enticing.

Both bikes are capable of highway speeds into the 70’s of MPH, and can achieve city ranges of up to 70 miles, though highway commuting will quickly drop that range.

I also had the chance to try the updated Anthem at the Outset, sneaking them out of the show grounds for some street riding. The Outset I tested even had Ryvid’s higher-power ASI controller, which offers a major power upgrade for riders who want even more performance.

These are incredibly well-designed electric motorcycles, though you have to remember that they’re designed for local riding first. With a 4 kWh battery, they just aren’t meant for touring or long-distance riding. But for anyone who commutes 20 miles to work and wants a fun, inexpensive, and efficient electric vehicle to turn that slog of a commute into a joyride, this is the way to go!

Land Moto

Land Moto also boasts US manufacturing for its commuter-level electric motorcycles, which carry their own unique design styling. This was my first chance to see Land Moto’s bikes in person and they were definitely head-turners.

Starting at $6,995, the Land Moto District comes in street and dirt versions, with both claiming a max speed of 70 mph (112 km).

They also tout a max range of 120 miles (193 km), though that’s from the largest battery option with 4.8 kWh of capacity. The base model has a 1.8 kWh battery that claims a more conservative 40 miles (64 km) of range at slower city speeds.

The ability to dial in the battery capacity (and its effect on pricing) allows riders to choose exactly what they need, which is a rare feature in this industry.

Shandoka electric motorcycle conversion kit for classic motorcycles

This one is absolutely fascinating. Check this out: Shandoka is an electric motorcycle conversion kit company that has developed a patented conversion system that fits a wide range of classic motorcycles. The system includes a battery and controller setup that mounts in the frame in place of the original combustion engine, and a rear hub motor that replaces the previous rear wheel.

It allows riders to breathe new life into older bikes, especially those that suffer from engine problems but otherwise still have structurally sound frames and components that could easily be put back onto the road with a new powertrain.

And because most of these bikes were originally produced in the 1980s, they are usually grandfathered into those older regulations making these types of conversions incredibly easy to perform.

These bikes in the pictures from the show are all naked showing off the engineering that went into the design, but they can also be buttoned back up or covered in a builder’s own custom body panels to create unique new designs.

The brainchild (and labor of love) of Ernest Eich, these conversion kits are built in the company’s North Carolina facility, showcasing yet another example of US manufacturing for electric motorcycles and their components.

I had the chance to chat with Ernest at the show, and this is a company that we’ll definitely want to take a deeper looker at soon.

There’s always more to come

While this can’t cover everything at the show, it’s a collection of some of the most interesting and standout examples of micromobility in all of its diverse forms.

As the industry continues to grow and mature, bouncing back from a rollercoaster of highs and lows since the beginning of the pandemic years, we’re expecting to continue seeing more innovation and interesting designs like these.

Stay tuned for some deeper dives into several of these companies as we explore what makes their light electric vehicles and production processes unique.

FTC: We use income earning auto affiliate links. More.

Continue Reading

Environment

MP Materials CEO warns investors to approach suddenly hot rare earths industry with caution

Published

on

By

MP Materials CEO warns investors to approach suddenly hot rare earths industry with caution

MP Materials' shares slide in overtime on quarterly revenue miss

Pentagon-backed MP Materials warned investors this week to approach other rare earths projects with caution, pointing to the industry’s difficult economics.

Stocks of U.S. rare earth companies have had wild swings in recent months as investors have speculated that the Trump administration might strike more deals along the lines of its landmark agreement with MP. Smaller retail traders have gotten involved in the stocks with the VanEck Rare Earth and Strategic Metals ETF up 60% this year.

The Defense Department in July took an equity stake in MP, set a price floor for the company, and inked an offtake agreement with the rare earth miner and magnet maker in an effort to roll back China’s dominance of the industry.

CEO James Litinsky said he didn’t want “people to get burned” amid the speculation. Litinsky cautioned investors “to just be very clear-eyed about what the actual structural economics are amidst all the excitement.”

“The vast majority of projects being promoted today simply will not work at virtually any price,” Litinksy said on the company’s third-quarter earnings call Thursday evening.

Stock Chart IconStock chart icon

hide content

VanEck Rare Earth and Strategic Metals ETF, YTD

MP views itself as “America’s national champion,” Litinsky said. MP is the only active rare earth miner in the U.S. and has offtake agreements with Apple and General Motors in addition to the Pentagon.

“We have structural advantage because we’re fully vertically integrated,” the CEO said. “We’re years and billions ahead of others.”

It takes years for the best rare earth producers to ramp up and stabilize their output and economics “despite what some promoters might suggest,” Litinksy said. Australia’s Lynas took about a decade and MP will reach normalized production in about three years from the start of commissioning, he said.

MP Materials CEO on U.S. government deal: We can truly solve the rare earths magnetics crisis

The White House is “not ruling out other deals with equity stakes or price floors as we did with MP Materials, but that doesn’t mean every initiative we take would be in the shape of the MP deal,” a Trump administration official told CNBC in September.

Litinsky described the rare earth industry as close to a “structural oligopoly,” a system where there are just a few major players. The government investing in a dozens of sites and businesses wouldn’t necessarily set up a supply chain, he said.

The Trump administration should continue to encourage private capital to flow into the industry through loans, grants and other support, Litinsky said. There is room for “a lot of other players and supply” but the market will require “materially higher prices” for the industry’s structural challenges to change, he said.

“If X dollars of capital can stimulate two or three X in private capital, they should be doing that as much as possible,” Litinsky said.

The CEO indicated that he views MP as a forerunner that will help create the conditions for a broader market that is not dependent on China over time.

“In the very short term the administration has made sure that we have a successful national champion in MP,” Litinsky said. “We are going to sort of pave the path if you will to then figure out how there’s much broader supply coming online.”

Rare earths are crucial for making magnets that are key inputs in U.S. weapons platforms, semiconductor manufacturing, electric vehicles, clean energy technology and consumer electronics. Beijing dominates the global supply chain and the U.S. is dependent on China for imports.

Continue Reading

Environment

Wheel-E Podcast: CA e-bike voucher dies, Zero Motorcycles scooter, VMAX review, and more

Published

on

By

Wheel-E Podcast: CA e-bike voucher dies, Zero Motorcycles scooter, VMAX review, and more

This week on Electrek’s Wheel-E podcast, we discuss the most popular news stories from the world of electric bikes and other nontraditional electric vehicles. This time, that includes a new e-bike model from Tenways, California kills off its e-bike voucher program, a review of the new VMAX VX2 Hub e-scooter, Zero launches a scooter, NIU’s got a new micro-car, and more.

The Wheel-E podcast returns every two weeks on Electrek’s YouTube channel, Facebook, Linkedin, and Twitter.

As a reminder, we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in.

After the show ends, the video will be archived on YouTube and the audio on all your favorite podcast apps:

Advertisement – scroll for more content

Apple Podcasts

Spotify

Overcast

Pocket Casts

Castro

RSS

We also have a Patreon if you want to help us to avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming.

Here are a few of the articles that we will discuss during the Wheel-E podcast today:

Here’s the live stream for today’s episode starting at 9:00 a.m. ET (or the video after 10:00 a.m. ET):

FTC: We use income earning auto affiliate links. More.

Continue Reading

Environment

Google’s decade-long bet on custom chips is turning into company’s secret weapon in AI race

Published

on

By

Google's decade-long bet on custom chips is turning into company's secret weapon in AI race

Sopa Images | Lightrocket | Getty Images

Nvidia has established itself as the undisputed leader in artificial intelligence chips, selling large quantities of silicon to most of the world’s biggest tech companies en route to a $4.5 trillion market cap.

One of Nvidia’s key clients is Google, which has been loading up on the chipmaker’s graphics processing units, or GPUs, to try and keep pace with soaring demand for AI compute power in the cloud.

While there’s no sign that Google will be slowing its purchases of Nvidia GPUs, the internet giant is increasingly showing that it’s not just a buyer of high-powered silicon. It’s also a developer.

On Thursday, Google announced that its most powerful chip yet, called Ironwood, is being made widely available in the coming weeks. It’s the seventh generation of Google’s Tensor Processing Unit, or TPU, the company’s custom silicon that’s been in the works for more than a decade.

TPUs are application-specific integrated circuits, or ASICs, which play a crucial role in AI by providing highly specialized and efficient hardware for particular tasks. Google says Ironwood is designed to handle the heaviest AI workloads, from training large models to powering real-time chatbots and AI agents, and is more than four times faster than its predecessor. AI startup Anthropic plans to use up to 1 million of them to run its Claude model.

For Google, TPUs offer a competitive edge at a time when all the hyperscalers are rushing to build mammoth data centers, and AI processors can’t get manufactured fast enough to meet demand. Other cloud companies are taking a similar approach, but are well behind in their efforts.

Amazon Web Services made its first cloud AI chip, Inferentia, available to customers in 2019, followed by Trainium three years later. Microsoft didn’t announce its first custom AI chip, Maia, until the end of 2023.

“Of the ASIC players, Google’s the only one that’s really deployed this stuff in huge volumes,” said Stacy Rasgon, an analyst covering semiconductors at Bernstein. “For other big players, it takes a long time and a lot of effort and a lot of money. They’re the furthest along among the other hyperscalers.”

Google didn’t provide a comment for this story.

Google's AI chip 'Ironwood' takes on Nvidia

Originally trained for internal workloads, Google’s TPUs have been available to cloud customers since 2018. Of late, Nvidia has shown some level of concern. When OpenAI signed its first cloud contract with Google earlier this year, the announcement spurred Nvidia CEO Jensen Huang to initiate further talks with the AI startup and its CEO, Sam Altman, according to reporting by The Wall Street Journal.

Unlike Nvidia, Google isn’t selling its chips as hardware, but rather providing access to TPUs as a service through its cloud, which has emerged as one of the company’s big growth drivers. In its third-quarter earnings report last week, Google parent Alphabet said cloud revenue increased 34% from a year earlier to $15.15 billion, beating analyst estimates. The company ended the quarter with a business backlog of $155 billion.

“We are seeing substantial demand for our AI infrastructure products, including TPU-based and GPU-based solutions,” CEO Sundar Pichai said on the earnings call. “It is one of the key drivers of our growth over the past year, and I think on a going-forward basis, I think we continue to see very strong demand, and we are investing to meet that.”

Google doesn’t break out the size of its TPU business within its cloud segment. Analysts at D.A. Davidson estimated in September that a “standalone” business consisting of TPUs and Google’s DeepMind AI division could be valued at about $900 billion, up from an estimate of $717 billion in January. Alphabet’s current market cap is more than $3.4 trillion.

‘Tightly targeted’ chips

Customization is a major differentiator for Google. One critical advantage, analysts say, is the efficiency TPUs offer customers relative to competitive products and services.

“They’re really making chips that are very tightly targeted for their workloads that they expect to have,” said James Sanders, an analyst at Tech Insights.

Rasgon said that efficiency is going to become increasingly important because with all the infrastructure that’s being built, the “likely bottleneck probably isn’t chip supply, it’s probably power.”

On Tuesday, Google announced Project Suncatcher, which explores “how an interconnected network of solar-powered satellites, equipped with our Tensor Processing Unit (TPU) AI chips, could harness the full power of the Sun.”

As a part of the project, Google said it plans to launch two prototype solar-powered satellites carrying TPUs by early 2027.

“This approach would have tremendous potential for scale, and also minimizes impact on terrestrial resources,” the company said in the announcement. “That will test our hardware in orbit, laying the groundwork for a future era of massively-scaled computation in space.”

Dario Amodei, co-founder and chief executive officer of Anthropic, at the World Economic Forum in 2025.

Stefan Wermuth | Bloomberg | Getty Images

Google’s largest TPU deal on record landed late last month, when the company announced a massive expansion of its agreement with OpenAI rival Anthropic valued in the tens of billions of dollars. With the partnership, Google is expected to bring well over a gigawatt of AI compute capacity online in 2026.

“Anthropic’s choice to significantly expand its usage of TPUs reflects the strong price-performance and efficiency its teams have seen with TPUs for several years,” Google Cloud CEO Thomas Kurian said at the time of the announcement.

Google has invested $3 billion in Anthropic. And while Amazon remains Anthropic’s most deeply embedded cloud partner, Google is now providing the core infrastructure to support the next generation of Claude models.

“There is such demand for our models that I think the only way we would have been able to serve as much as we’ve been able to this year is this multi-chip strategy,” Anthropic Chief Product Officer Mike Krieger told CNBC.

That strategy spans TPUs, Amazon Trainium and Nvidia GPUs, allowing the company to optimize for cost, performance and redundancy. Krieger said Anthropic did a lot of up-front work to make sure its models can run equally well across the silicon providers.

“I’ve seen that investment pay off now that we’re able to come online with these massive data centers and meet customers where they are,” Krieger said.

Hefty spending is coming

Two months before the Anthropic deal, Google forged a six-year cloud agreement with Meta worth more than $10 billion, though it’s not clear how much of the arrangement includes use of TPUs. And while OpenAI said it will start using Google’s cloud as it diversifies away from Microsoft, the company told Reuters it’s not deploying GPUs.

Alphabet CFO Anat Ashkenazi attributed Google’s cloud momentum in the latest quarter to rising enterprise demand for Google’s full AI stack. The company said it signed more billion-dollar cloud deals in the first nine months of 2025 than in the previous two years combined.

“In GCP, we see strong demand for enterprise AI infrastructure, including TPUs and GPUs,” Ashkenazi said, adding that users are also flocking to the company’s latest Gemini offerings as well as services “such as cybersecurity and data analytics.”

Google opens access to its most powerful AI chip

Amazon, which reported 20% growth in its market-leading cloud infrastructure business last quarter, is expressing similar sentiment.

AWS CEO Matt Garman told CNBC in a recent interview that the company’s Trainium chip series is gaining momentum. He said “every Trainium 2 chip we land in our data centers today is getting sold and used,” and he promised further performance gains and efficiency improvements with Trainium 3.

Shareholders have shown a willingness to stomach hefty investments.

Google just raised the high end of its capital expenditures forecast for the year to $93 billion, up from prior guidance of $85 billion, with an even steeper ramp expected in 2026. The stock price soared 38% in the third quarter, its best performance for any period in 20 years, and is up another 17% in the fourth quarter.

Mizuho recently pointed to Google’s distinct cost and performance advantage with TPUs, noting that while the chips were originally built for internal use, Google is now winning external customers and bigger workloads.

Morgan Stanley analysts wrote in a report in June that while Nvidia’s GPUs will likely remain the dominant chip provider in AI, growing developer familiarity with TPUs could become a meaningful driver of Google Cloud growth.

And analysts at D.A. Davidson said in September that they see so much demand for TPUs that Google should consider selling the systems “externally to customers,” including frontier AI labs.

“We continue to believe that Google’s TPUs remain the best alternative to Nvidia, with the gap between the two closing significantly over the past 9-12 months,” they wrote. “During this time, we’ve seen growing positive sentiment around TPUs.”

WATCH: Amazon’s $11B data center goes live: Here’s an inside look

Amazon's $11B data center goes live: Here's an inside look

Continue Reading

Trending