The Bikeconomics (Mega)Thread

ShapeThings
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9/3/2026 2:56pm
sspomer wrote:

Dude is 76. 

Curious if a Rupert Murdoch type of mentality of not being able to let go (and pushing the previous 2 CEO'S out) or a Disney situation where Bob Eiger was drafted back in because Chapek cooked the company?

10
TEAMROBOT
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9/3/2026 3:23pm
sspomer wrote:
Dude is 76. Curious if a Rupert Murdoch type of mentality of not being able to let go (and pushing the previous 2 CEO'S out) or a...

Dude is 76. 

Curious if a Rupert Murdoch type of mentality of not being able to let go (and pushing the previous 2 CEO'S out) or a Disney situation where Bob Eiger was drafted back in because Chapek cooked the company?

¿Por qué no los dos?

12
kperras
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9/3/2026 3:59pm Edited Date/Time 9/3/2026 3:59pm
Dude is 76. Curious if a Rupert Murdoch type of mentality of not being able to let go (and pushing the previous 2 CEO'S out) or a...

Dude is 76. 

Curious if a Rupert Murdoch type of mentality of not being able to let go (and pushing the previous 2 CEO'S out) or a Disney situation where Bob Eiger was drafted back in because Chapek cooked the company?

I think he's not happy with the pace of product development on the e-bike side. Leadership starts at the top, and perhaps Armin Landgraf wasn't pushing things along hard enough. There were rumours on here that Synyard sent an angry newsletter amongst the exec group at Specialized wondering what they've been up to in light of the Avinox takeover. 

6
chriskief
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9/3/2026 4:32pm
Dude is 76. Curious if a Rupert Murdoch type of mentality of not being able to let go (and pushing the previous 2 CEO'S out) or a...

Dude is 76. 

Curious if a Rupert Murdoch type of mentality of not being able to let go (and pushing the previous 2 CEO'S out) or a Disney situation where Bob Eiger was drafted back in because Chapek cooked the company?

kperras wrote:
I think he's not happy with the pace of product development on the e-bike side. Leadership starts at the top, and perhaps Armin Landgraf wasn't pushing...

I think he's not happy with the pace of product development on the e-bike side. Leadership starts at the top, and perhaps Armin Landgraf wasn't pushing things along hard enough. There were rumours on here that Synyard sent an angry newsletter amongst the exec group at Specialized wondering what they've been up to in light of the Avinox takeover. 

It must have been a rough day when the Levo rollout (years in the making) was quickly made irrelevant by the Avinox M2. Didn't they have to slash prices by like 40% or something?

They already outsource their motors, just give in and go with Avinox. Do something unique with it like Orbea.

Throw that on an updated Kenevo based on the latest Demo and let the good times roll.

8
9/3/2026 9:01pm
chriskief wrote:
It must have been a rough day when the Levo rollout (years in the making) was quickly made irrelevant by the Avinox M2. Didn't they have...

It must have been a rough day when the Levo rollout (years in the making) was quickly made irrelevant by the Avinox M2. Didn't they have to slash prices by like 40% or something?

They already outsource their motors, just give in and go with Avinox. Do something unique with it like Orbea.

Throw that on an updated Kenevo based on the latest Demo and let the good times roll.

Idk, it's not like the current S motor is weak. Heavy, yes, but swap it out for an avinox motor and the new turbo levo still isn't really a compelling buy...

3
9/4/2026 4:06am

I wonder if the rumors are true that the Avinox motor was developed with Specialized and then they backed out at the end and stuck with the Brose? If so, they definitely left a door open for the rest of the industry to jump in..

1
sethimus
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9/4/2026 4:15am
I wonder if the rumors are true that the Avinox motor was developed with Specialized and then they backed out at the end and stuck with...

I wonder if the rumors are true that the Avinox motor was developed with Specialized and then they backed out at the end and stuck with the Brose? If so, they definitely left a door open for the rest of the industry to jump in..

afaik it was mahle

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1
Primoz
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9/4/2026 4:34am Edited Date/Time 9/4/2026 4:34am

SL motor was developed by MAHLE and industrialised, but the assembly line was shipped overseas and is managed by... Specialized? Not MAHLE anyway. 

Their full power motor is very openly Brose. Or should that be Yamaha now? Brose had a very open policy regarding branding and housing adaptations, but the only customers I heard of (I don't follow the scene too closely) were Specialized and Rotwild. 

1
9/4/2026 5:22am
chriskief wrote:
It must have been a rough day when the Levo rollout (years in the making) was quickly made irrelevant by the Avinox M2. Didn't they have...

It must have been a rough day when the Levo rollout (years in the making) was quickly made irrelevant by the Avinox M2. Didn't they have to slash prices by like 40% or something?

They already outsource their motors, just give in and go with Avinox. Do something unique with it like Orbea.

Throw that on an updated Kenevo based on the latest Demo and let the good times roll.

Idk, it's not like the current S motor is weak. Heavy, yes, but swap it out for an avinox motor and the new turbo levo still...

Idk, it's not like the current S motor is weak. Heavy, yes, but swap it out for an avinox motor and the new turbo levo still isn't really a compelling buy...

I think the small/sleek looks of the Avinox motor and battery are way overlooked by us in forums and the media because of the power numbers. There’s some seriously good looking Avinox bikes out there and sitting them next to Spesh and Bosch bikes makes those bikes just look old. Full power but looks like a light eeb/analog bike is where Spesh needs to go in order to be able to charge their astronomical prices again.

6
chriskief
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9/4/2026 5:49am
chriskief wrote:
It must have been a rough day when the Levo rollout (years in the making) was quickly made irrelevant by the Avinox M2. Didn't they have...

It must have been a rough day when the Levo rollout (years in the making) was quickly made irrelevant by the Avinox M2. Didn't they have to slash prices by like 40% or something?

They already outsource their motors, just give in and go with Avinox. Do something unique with it like Orbea.

Throw that on an updated Kenevo based on the latest Demo and let the good times roll.

Idk, it's not like the current S motor is weak. Heavy, yes, but swap it out for an avinox motor and the new turbo levo still...

Idk, it's not like the current S motor is weak. Heavy, yes, but swap it out for an avinox motor and the new turbo levo still isn't really a compelling buy...

Which is why I said they need a new frame as well.

1
sethimus
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9/4/2026 7:45am Edited Date/Time 9/4/2026 7:47am
Primoz wrote:
SL motor was developed by MAHLE and industrialised, but the assembly line was shipped overseas and is managed by... Specialized? Not MAHLE anyway. Their full power motor...

SL motor was developed by MAHLE and industrialised, but the assembly line was shipped overseas and is managed by... Specialized? Not MAHLE anyway. 

Their full power motor is very openly Brose. Or should that be Yamaha now? Brose had a very open policy regarding branding and housing adaptations, but the only customers I heard of (I don't follow the scene too closely) were Specialized and Rotwild. 

go read the gazillion pages on the first waiting for the levo 4 bike thread over at emtbforums. someone claimed there that initially they developed something with mahle first, but then went with brose. mahle then released the m40 on their own

Eae903
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9/4/2026 10:03am
Primoz wrote:
SL motor was developed by MAHLE and industrialised, but the assembly line was shipped overseas and is managed by... Specialized? Not MAHLE anyway. Their full power motor...

SL motor was developed by MAHLE and industrialised, but the assembly line was shipped overseas and is managed by... Specialized? Not MAHLE anyway. 

Their full power motor is very openly Brose. Or should that be Yamaha now? Brose had a very open policy regarding branding and housing adaptations, but the only customers I heard of (I don't follow the scene too closely) were Specialized and Rotwild. 

Brose also makes the Sram motor, and didn't they make the rocky mountain motor? 

Jotegr
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9/4/2026 11:06am Edited Date/Time 9/4/2026 11:07am
Dude is 76. Curious if a Rupert Murdoch type of mentality of not being able to let go (and pushing the previous 2 CEO'S out) or a...

Dude is 76. 

Curious if a Rupert Murdoch type of mentality of not being able to let go (and pushing the previous 2 CEO'S out) or a Disney situation where Bob Eiger was drafted back in because Chapek cooked the company?

kperras wrote:
I think he's not happy with the pace of product development on the e-bike side. Leadership starts at the top, and perhaps Armin Landgraf wasn't pushing...

I think he's not happy with the pace of product development on the e-bike side. Leadership starts at the top, and perhaps Armin Landgraf wasn't pushing things along hard enough. There were rumours on here that Synyard sent an angry newsletter amongst the exec group at Specialized wondering what they've been up to in light of the Avinox takeover. 

chriskief wrote:
It must have been a rough day when the Levo rollout (years in the making) was quickly made irrelevant by the Avinox M2. Didn't they have...

It must have been a rough day when the Levo rollout (years in the making) was quickly made irrelevant by the Avinox M2. Didn't they have to slash prices by like 40% or something?

They already outsource their motors, just give in and go with Avinox. Do something unique with it like Orbea.

Throw that on an updated Kenevo based on the latest Demo and let the good times roll.

It's clear there is room in the market for alternatives to Avinox, for example, by having a brand that provides any ability whatsoever to actually purchase one of their bikes, something Avinox is currently missing in the North American market. 

 

Do you think it's wise for Specialized to look at all the brands that are now a full season behind on product and think "hmm, I'd like a piece of that!"

2
Jotegr
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9/4/2026 11:08am
Primoz wrote:
SL motor was developed by MAHLE and industrialised, but the assembly line was shipped overseas and is managed by... Specialized? Not MAHLE anyway. Their full power motor...

SL motor was developed by MAHLE and industrialised, but the assembly line was shipped overseas and is managed by... Specialized? Not MAHLE anyway. 

Their full power motor is very openly Brose. Or should that be Yamaha now? Brose had a very open policy regarding branding and housing adaptations, but the only customers I heard of (I don't follow the scene too closely) were Specialized and Rotwild. 

Eae903 wrote:

Brose also makes the Sram motor, and didn't they make the rocky mountain motor? 

No, Rocky Mountain was(is) Dyname. 

7
chriskief
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9/4/2026 11:20am
kperras wrote:
I think he's not happy with the pace of product development on the e-bike side. Leadership starts at the top, and perhaps Armin Landgraf wasn't pushing...

I think he's not happy with the pace of product development on the e-bike side. Leadership starts at the top, and perhaps Armin Landgraf wasn't pushing things along hard enough. There were rumours on here that Synyard sent an angry newsletter amongst the exec group at Specialized wondering what they've been up to in light of the Avinox takeover. 

chriskief wrote:
It must have been a rough day when the Levo rollout (years in the making) was quickly made irrelevant by the Avinox M2. Didn't they have...

It must have been a rough day when the Levo rollout (years in the making) was quickly made irrelevant by the Avinox M2. Didn't they have to slash prices by like 40% or something?

They already outsource their motors, just give in and go with Avinox. Do something unique with it like Orbea.

Throw that on an updated Kenevo based on the latest Demo and let the good times roll.

Jotegr wrote:
It's clear there is room in the market for alternatives to Avinox, for example, by having a brand that provides any ability whatsoever to actually purchase...

It's clear there is room in the market for alternatives to Avinox, for example, by having a brand that provides any ability whatsoever to actually purchase one of their bikes, something Avinox is currently missing in the North American market. 

 

Do you think it's wise for Specialized to look at all the brands that are now a full season behind on product and think "hmm, I'd like a piece of that!"

I'm sure Specialized would be beyond thrilled if they sold out of any bike right now.

3
rgard
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pemberton, BC, CA
9/4/2026 4:44pm
Jotegr wrote:
It's clear there is room in the market for alternatives to Avinox, for example, by having a brand that provides any ability whatsoever to actually purchase...

It's clear there is room in the market for alternatives to Avinox, for example, by having a brand that provides any ability whatsoever to actually purchase one of their bikes, something Avinox is currently missing in the North American market. 

 

Do you think it's wise for Specialized to look at all the brands that are now a full season behind on product and think "hmm, I'd like a piece of that!"

Commencal have the new M2S bikes in stock in limited sizes here in Canada, got passed by two of them on the climb this week, also got passed by one of the new Teewings but 99% sure it was the distributor guy on one of his demo bikes. 

1
Primoz
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9/5/2026 1:31am
Primoz wrote:
SL motor was developed by MAHLE and industrialised, but the assembly line was shipped overseas and is managed by... Specialized? Not MAHLE anyway. Their full power motor...

SL motor was developed by MAHLE and industrialised, but the assembly line was shipped overseas and is managed by... Specialized? Not MAHLE anyway. 

Their full power motor is very openly Brose. Or should that be Yamaha now? Brose had a very open policy regarding branding and housing adaptations, but the only customers I heard of (I don't follow the scene too closely) were Specialized and Rotwild. 

sethimus wrote:
go read the gazillion pages on the first waiting for the levo 4 bike thread over at emtbforums. someone claimed there that initially they developed something...

go read the gazillion pages on the first waiting for the levo 4 bike thread over at emtbforums. someone claimed there that initially they developed something with mahle first, but then went with brose. mahle then released the m40 on their own

And go talk with people in Mahle Slovenia who did the drive unit and assembly line development, proofing and had everything shipped out overseas.

The first time I heard something going on related to a Specialized drive unit in Slovenia was at least 2017 if not earlier. 

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dolface
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9/5/2026 1:49pm
sspomer wrote:
Dude is 76. Curious if a Rupert Murdoch type of mentality of not being able to let go (and pushing the previous 2 CEO'S out) or a...

Dude is 76. 

Curious if a Rupert Murdoch type of mentality of not being able to let go (and pushing the previous 2 CEO'S out) or a Disney situation where Bob Eiger was drafted back in because Chapek cooked the company?

Comment from another site: "I wonder if the real reason that Sinyard's back is that he's not getting enough law suit action to feel good about himself."

8
6 hours ago

Thoughts on the return to the USA of YT?

 

I don't get all the hate, but I also never owned a YT....

1
6 hours ago

Thoughts on the return to the USA of YT?

 

I don't get all the hate, but I also never owned a YT....

Contrary to what the comments here and on the other site will say, I think YT will do pretty well if they hit the same price point they used to. Pre-Covid it seemed like every other person had a YT because the deal was just too good to pass up. Now we’ve had persistent inflation for 6 years and Americans have even less money to spend on a mountain bike.  YT’s brand image seems in the realm of Canyon and Propain, squarely above the other cheap options like Polygon, Marin, Ari, etc.

jonkranked
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6 hours ago Edited Date/Time 6 hours ago

Thoughts on the return to the USA of YT?

 

I don't get all the hate, but I also never owned a YT....

the original YT usa (started by cam zink IIRC) was a separate business entity, and initially wasn't impacted by the main business restructuring beyond supply chain disruption. the two businesses couldn't come to an agreement moving forward, so YT USA shutdown 4Q25. 

i wonder if the new yt usa is its own entity as well. 

6 hours ago
Contrary to what the comments here and on the other site will say, I think YT will do pretty well if they hit the same price...

Contrary to what the comments here and on the other site will say, I think YT will do pretty well if they hit the same price point they used to. Pre-Covid it seemed like every other person had a YT because the deal was just too good to pass up. Now we’ve had persistent inflation for 6 years and Americans have even less money to spend on a mountain bike.  YT’s brand image seems in the realm of Canyon and Propain, squarely above the other cheap options like Polygon, Marin, Ari, etc.

I disagree on just one part of your comment:

 

Americans have been experiencing "persistent inflation" for a lot longer than 6 years

4 hours ago

Thoughts on the return to the USA of YT?

 

I don't get all the hate, but I also never owned a YT....

Contrary to what the comments here and on the other site will say, I think YT will do pretty well if they hit the same price...

Contrary to what the comments here and on the other site will say, I think YT will do pretty well if they hit the same price point they used to. Pre-Covid it seemed like every other person had a YT because the deal was just too good to pass up. Now we’ve had persistent inflation for 6 years and Americans have even less money to spend on a mountain bike.  YT’s brand image seems in the realm of Canyon and Propain, squarely above the other cheap options like Polygon, Marin, Ari, etc.

Judging by the responses to comments yt hasn’t learned any lessons.  I’m sure the vast majority of mtbers who actually care about the bike industry will continue to not want a yt.  

That said you will always have people who only want something cheaper and are willing to risk issues with customer service down there the road.  And yt has competitive offerings.  

The real question is can they offer prices that are low enough to rebuild their customer base and still be profitable.  Especially considering markus usually spends quite a bit on marketing.  and considering how much success eastern brands are having in winning over western customers can yt compete if they aren’t the cheapest decent option to undercut the most reputable brands.
 

 

2
1 hour ago

Thoughts on the return to the USA of YT?

 

I don't get all the hate, but I also never owned a YT....

Contrary to what the comments here and on the other site will say, I think YT will do pretty well if they hit the same price...

Contrary to what the comments here and on the other site will say, I think YT will do pretty well if they hit the same price point they used to. Pre-Covid it seemed like every other person had a YT because the deal was just too good to pass up. Now we’ve had persistent inflation for 6 years and Americans have even less money to spend on a mountain bike.  YT’s brand image seems in the realm of Canyon and Propain, squarely above the other cheap options like Polygon, Marin, Ari, etc.

Except I haven’t seen Polygon or Ari totally hang their athletes out to dry. 

If they’ll publicly do that, imagine the shafting they’d give a customer in private. 

1
Digit Bikes
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1 hour ago
jonkranked wrote:
the original YT usa (started by cam zink IIRC) was a separate business entity, and initially wasn't impacted by the main business restructuring beyond supply chain...

the original YT usa (started by cam zink IIRC) was a separate business entity, and initially wasn't impacted by the main business restructuring beyond supply chain disruption. the two businesses couldn't come to an agreement moving forward, so YT USA shutdown 4Q25. 

i wonder if the new yt usa is its own entity as well. 

Cam's incarnation of YT USA ended before 2020.

1
boozed
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38 minutes ago
Contrary to what the comments here and on the other site will say, I think YT will do pretty well if they hit the same price...

Contrary to what the comments here and on the other site will say, I think YT will do pretty well if they hit the same price point they used to. Pre-Covid it seemed like every other person had a YT because the deal was just too good to pass up. Now we’ve had persistent inflation for 6 years and Americans have even less money to spend on a mountain bike.  YT’s brand image seems in the realm of Canyon and Propain, squarely above the other cheap options like Polygon, Marin, Ari, etc.

I disagree on just one part of your comment:

 

Americans have been experiencing "persistent inflation" for a lot longer than 6 years

It isn't like inflation statistics are difficult to find.

Based on those tables, the highest rate of annual CPI inflation in the US this century was 3.8% (2008, i.e. The GFC) and the average was 2.1%... until COVID happened.  Since then the average has been 4.4%.  If that continues, it will take less than ten years to exceed the preceding 20.

Although if you're here to complain about the concept of inflation in the first place, well I can't help you there.

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