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"if you don't cannibalize yourself, someone else will"

@SRAM and Shimano engage in price fixing - You probably want to get involved here lol

For the people who complain about too many bikes being horst link now--get ready it'll be all of them soon. Being able to easily split the rear triangle makes belt drive possible. Gonna be hard on the sales floor to tell people the chain that needs constant maintenance is better than the belt that doesn't. Maybe another one of the reasons Santa Cruz shifted the bullit/vala away from VPP. Seat post insertion, belt compatibility, and minimizing ugliness; three pretty compelling reasons. I think brands are going to probably be hard pressed to put all their R&D into ebike horst link...

I think Avinox reached out to the brands that showed bikes today and asked them if the would develop some frames to showcase it. It sounds like there's still a bit of work to be done to have it market ready but one of the main Avninox guys expressed a desire to have it to market in 2027.

Maybe, or maybe they didn’t have the in house expertise and scale to pull it off. SRAM sure missed the mark with their PT e-bike motors. The EP801 is almost quite good but missed on stupid external wires, displays and battery tech, not to mention durability woes with the prior gen. DJI is reportedly about twice the size of Shimano, 4x the size of SRAM, and is likely to increase this gap substantially. DJI started with far more in house expertise in all this stuff. A bike MGU is child’s play compared to the Agras T50 agricultural drone. So many...

I mean its the same as with the car industry, China simply has an upper hand on technology, production and pricing... And I doubt there will be protective tariffs on ebike motors as there are on cars

If you had said only Shimano I'd believe you. Sram's portfolio is different, with not nearly the same depth of entry level price points as Shimano.

True that, Charlie. Look at all the ebikes in for service where only the 14 tooth cog has ever been used. People struggle with shifting. That was before motors double their output. Even in the eMTB space I don't see the derailleur and cassette drivetrain surviving the power wars. Our beloved and wickedly efficient bicycle drivetrains didn't evolve to put out 150 Nm and 1500 freaking watts. Constant watts. That's 2 HP for Joe and Jane Blow compared the 1/4 HP a reasonably fit human puts out. You're simply going to need thicker cogs hanging off that back wheel. But...

Kove Motorcycles and ZXMOTO, also from China have scored wins in Dakar Rally, and World Supersport. A lot of people thought that Chinese companies would never do well in competitive racing series, but that's not the case anymore.

If the price is right China is going to start eating Taiwan's lunch big time in the bike market. Frame design for pedal bikes has plateaud super hard at this point. All the big hype lately has been about components/EEB Motors rather than new bike releases.

And most of the time they were standing mostly on the axle anyway. It never seemed that impressive. But a good bit they managed to get all these reviewers do for no real reason.