Gogoro: The Tesla of NOT TESLAS

Yeah, we’ve all heard “the Tesla of _____” get tossed out.  It’s usually hype, all hype.  You know what?  A scooter startup might actually resemble Tesla more, and not how most people would expect.  Bear with me now.

Gogoro kept mum ’til CES.  No one let on what was in progress, except to say energy.  They raised $150 million in seed money somehow- way more than Rimac Motors of course, and into aerospace territory.  Also, the founders are from Taiwan tech firm HTC (of phone fame); backer #1 is HTC’s Cher Wang.  This is like Tesla’s Elon Musk coming from Paypal.  So, some new kind of charger maybe?  Boy, were we wrong; Gogoro revealed they are, at first glance, a scooter company, yet not- they happen to have a scooter, and something else in progress.

Sure, other people are building electric scooters, not the least of which is BMW- that’s right, the ultimate scootering machines.  Gogoro’s ride is suitably phone-like; it has sleek, hard lines more like bizzaro furniture, and LEDs shimmering front and back.  No, Gogoro’s trick is not some vehicle, but a platform, and not for your boots.  Gogoro battery modules pull out of the chassis, and slot back to recharge in public kiosks.  Kiosks that will rent batteries to Gogoro riders, plus other customers they don’t say yet.  Who else do Gogoro plan on attracting?  Let’s speculate:

-The original scooter riders
-Other electric 2-wheelers
-Electric cars
-Other consumer electronics: Lawn care
-Other consumer electronics: Home hubs
-Grid backups and grid substitutes

Brammo Go BLAMMO

And the other tire drops: Brammo, that electric motorcycle company that talked a big talk, now tanks big time.  After not even three full years of Empulse motorcycle sales, Brammo, Inc. now ceases to exist as an independent entity, having been bought out by Polaris Industries (makers of ATVs, snowmobiles, the Victory and Indian gasser motorcycle brands, etc.).  Whether they will exist at all is now Polaris’ play. 

The first public clue was Brammo announcing an “end of season” clearance sale.  An end of season sale last August.  Personally, late August/early September is when my riding season is in its second wind, literally.  Anyway, Brammo slashed prices by about half on some bikes.  Then it was seen that dealers- such as they were- still had 2013 Brammo Empulses to get rid of.  They still had clearance Empulses into 2015.  The second public clue were the reports of little or no activity at Brammo headquarters/factory in Oregon.

My clue, however, came years ago, dealing with these Keystone Choppers.  In my experience, Brammo was chasing a phantom: the fickle tastes of a small segment of motorcyclists, itself a small segment of vehicle buyers in general.  Rather than start with a good technology base, then digging in with plans to grow out from there, Brammo tried to nail it with one shot.  They thought they had to have a multispeed transmission/clutch to replicate the “real motorcycle” experience.  Instead, contracting IET for trannys delayed production and sale, and made Empulses the worst of both worlds: the limited range of an electric, with the gear slop of a gasser.  Meanwhile gear losses net you even less range.

Zie Ozzer Germans

Photo credit: Volkswagen

We know what BMW’s doing, how about the rest?

Volkswagen appears set with the voltwagens.  Not only will the German Giant produce electric versions of their compacts (yielding the e-UP and e-Golf), but they have already begun limited production of their XL1 plug-in hybrid.

The name comes from “1-liter car,” as in the European definition of fuel economy.  There, “mileage” is measured in how much fuel is burnt to go 100 kilometers.  VW had tried multiple iterations of 1L/100 km vehicle.  The 2013 XL1 now claims 110 km per liter of diesel- or, 260 miles per gallon.  And that’s on trips; in town, electricity will take you a claimed 30 miles (at least, per the european test cycle) with no liters at all.  That’s coming up on Chevy Volt range (33-40 all-electric miles per US cycle), on about a third of the battery (~5.5 kWh).  How?

That XL1 body is about as aero as it gets, at least in a format people might actually buy.  Consider it the new GM EV1.  For example, there are cameras, not rearview mirrors.  The body is carbon fiber, and weighs a fraction of what’s average on a North American dealer lot right now.  And VW is about as good as it gets for small diesel engines.