Rivian's electric bike spinoff Also is finally shipping its TM-B e-bike after a prolonged delay, signaling the company's entry into the competitive micro-mobility market. The Rivian subsidiary positions itself as a vehicle manufacturer with ambitions that extend well beyond two wheels.
Also has secured backing to develop four-wheel pedal-assist cargo vehicles designed specifically for Amazon logistics operations. This product roadmap reflects a strategy to build a fleet of specialized delivery vehicles rather than compete in the crowded consumer e-bike segment. The Amazon connection gives Also a clear anchor customer and revenue visibility that most e-bike startups lack.
The delay in TM-B delivery highlights execution challenges common in hardware startups. Missing launch timelines erodes early adopter enthusiasm and tests investor patience, particularly in a category where capital efficiency matters. Yet Also's parent company backing from Rivian, the EV manufacturer that went public in 2021, provides runway that bootstrapped competitors don't enjoy.
The four-wheel cargo vehicle play positions Also differently than consumer-focused e-bike makers like Rad Power Bikes or Cowboy. Amazon's last-mile delivery network represents a massive beachhead market where specialized vehicles can solve real logistics problems at scale. If Also executes on cargo vehicle delivery, it shifts from lifestyle product maker to B2B equipment supplier.
The move also reflects Rivian's broader strategy to build a family of electric vehicles across categories. Rivian CEO RJ Scaringe has emphasized the company's vehicle platform philosophy, and Also's development work feeds that vision. A successful cargo vehicle business could generate recurring revenue and fleet sales that outpace consumer e-bike margins.
Also's rebranding as a general vehicle company rather than an e-bike maker signals this pivot. The TM-B launch clears a product obligation while the team refocuses on higher-margin commercial vehicles