泰斯·卡利爾仍然在重新熟悉荷蘭阿姆斯特丹的自行車道,因為他要帶領(lǐng)《財富》雜志試騎VanMoof的S3電動自行車。他在中國臺灣生活了多年。但是,騎著自行車穿梭在阿姆斯特丹時尚的北部地區(qū),這位荷蘭人很快找回了熟悉的感覺。他輕松地在自行車道上騎行,回到了公司附近嶄新的總部,并向他的客人展示了S3電動自行車的功能。
在臺北基地視察研發(fā)設(shè)施后,卡利爾暫時回到了荷蘭。他對一件事情的印象非常深刻,那就是目前在荷蘭首都街道上行駛的VanMoof自行車數(shù)量驚人。他和他的兄弟塔科·卡利爾在2009年共同創(chuàng)辦了電動自行車品牌VanMoof,并大獲成功,他們正努力在紐約、巴黎、柏林和東京等全球主要城市復(fù)制自己的成功之路,并且,他們還得到了一些重量級風(fēng)險資本家的支持。他們和他們的投資者在人們通勤方式的轉(zhuǎn)變中看到了商機,這種轉(zhuǎn)變反映了人們對擁堵和污染問題的日益關(guān)注,而長期以來一直致力于滿足汽車需求的大城市正在大力建設(shè)有利于自行車的基礎(chǔ)設(shè)施。
“這只是變革的開始,我相信在10到20年內(nèi),我們將在紐約、舊金山、巴黎、倫敦和東京的街道上看到與阿姆斯特丹一樣多的自行車?!彼圃诮邮堋敦敻弧冯s志采訪時說。
VanMoof認(rèn)為,電動自行車將成為自行車熱潮的重要組成部分。不可否認(rèn),經(jīng)過多年的緩慢增長,電動自行車已經(jīng)成為自行車市場的主流產(chǎn)品。在全球范圍內(nèi),電動自行車市場的規(guī)模估計約為250億美元,預(yù)計到本十年末,這一數(shù)字將翻一番。在荷蘭,電動自行車占了所有新自行車銷售的50%。美國市場仍然很小,是VanMoof及其眾多競爭對手搶占的主要市場。NPD集團(NPD Group)表示,2021年前4個月,電動自行車銷量增長了一倍多,達到6.81億美元。VanMoof的全球銷售額在2020年增長了兩倍,但該公司不愿意透露具體數(shù)據(jù)。
光明的前景為該行業(yè)吸引了大量的風(fēng)險資本。VanMoof的時尚設(shè)計和防盜技術(shù)吸引了眾多支持者,繼一年前的4000萬美元融資后,VanMoof在今年8月融資1.28億美元。它的競爭對手Rad Power在今年的兩輪融資中籌集了3.04億美元。顯然,這已經(jīng)成為了電動自行車行業(yè)的一場軍備競賽。事實上,根據(jù)PitchBook的數(shù)據(jù),自2017年年初以來,風(fēng)投已經(jīng)向電動自行車公司投入了32億美元。
新冠疫情讓更多的人傾向于騎電動自行車或傳統(tǒng)自行車作為消遣。這也讓許多人意識到,它們可以代替擁擠的公共交通或汽車,成為一種可行的通勤方式。NPD集團的高級行業(yè)顧問馬特·鮑威爾表示:“我們看到,人們購買電動自行車是為了代替汽車,而不是自行車?!?/p>
泰斯說,對于居住在距離辦公室3至9英里(5至15公里)之間的人,VanMoof是他們的最佳選擇。這段距離不長,人們能夠騎自行車而不是開車或乘坐公共交通工具,但也足以讓使人出汗,尤其是在像紐約這樣的城市的夏天。
VanMoof的名字取自英文單詞“move”,但實際上在荷蘭語中發(fā)音與“l(fā)oaf”押韻。該公司于2016年以傳統(tǒng)自行車為基礎(chǔ)推出電動自行車,迄今已經(jīng)售出了20萬輛電動自行車??ɡ麪栃值苷J(rèn)為,隨著電動自行車的蓬勃發(fā)展,在幾年內(nèi),其電動自行車在歐洲、美國和日本的銷售量有望達到1000萬輛。VanMoof自行車在美國的售價為2300美元,比普通自行車貴,但肯定比汽車便宜得多。
"這就是你需要電動自行車的原因,它更快、更有趣,而且更便宜。"泰斯說。當(dāng)然,他們的訣竅是讓消費者選擇VanMoof。
效仿蘋果和特斯拉
卡利爾兄弟都在南荷蘭的代爾夫特理工大學(xué)(Delft University of Technology)學(xué)習(xí)工業(yè)設(shè)計,他們說,創(chuàng)立VanMoof之前,在紐約市的一次旅行中讓他們萌生了創(chuàng)建公司的想法。他們發(fā)現(xiàn),騎自行車是游覽紐約的最佳方式,但令人驚訝的是,由于當(dāng)時紐約市的自行車基礎(chǔ)設(shè)施還不完善,因此很少有人騎自行車?!拔覀兒荏@訝,騎自行車游覽是如此完美,但卻很少有人這樣做。”43歲的塔科說,他比泰斯大一歲。他們正確地預(yù)測,像紐約和巴黎這樣的城市最終會建立起更多的自行車道,并開始馴服根深蒂固的汽車文化。
他們并不是唯一看到機會的人。今天,挑戰(zhàn)者不計其數(shù):從傳統(tǒng)的自行車制造商,例如崔克(Trek)和捷安特(Giant),到摩托車制造商哈雷戴維森(Harley Davidson),再到RadPower這樣的后起之秀,都想在電動自行車市場分一杯羹。
雖然VanMoof自行車以其簡潔的線條和圓滑的外觀而著稱,但其中一些功能是設(shè)計而非美學(xué)的結(jié)果。泰斯說,比如,直接內(nèi)置在橫梁中的前燈是為了避免電纜伸出并在繁忙的自行車停車位(例如阿姆斯特丹的停車位)中被卡住。
VanMoof電動自行車是智能化的自行車,這讓它從眾多競爭對手中脫穎而出。它的一個突出特點是其防盜技術(shù),可以通過智能手機應(yīng)用程序進行管理,如果自行車被盜,用戶就能夠通過GPS定位,并讓VanMoof的“自行車獵人”在主要城市與當(dāng)?shù)鼐旌献?,找回自行車。用戶還可以遠(yuǎn)程啟動警報,并讓車燈遠(yuǎn)程閃爍。如果不通過其應(yīng)用程序打開,自行車就無法使用。VanMoof公司表示,如果購買了保護計劃的客戶在兩周內(nèi)無法取回被盜自行車,VanMoof就將為其提供替換服務(wù)。在歐洲,95%的被盜自行車都已經(jīng)被找回。但在北美,由于一些警察部門對追捕自行車竊賊的熱情有限,被找回的比例較低。
當(dāng)被問及VanMoof與競爭對手的不同之處時,泰斯迅速回答道,它控制著零部件,制造商專門為VanMoof生產(chǎn)零部件,并確保它們與VanMoof的技術(shù)兼容,類似于蘋果公司(Apple)的運作方式。
"We believe that's the best way to create a seamless integration between hardware and software, we copied it from Apple," says Taco.“我們相信這是實現(xiàn)硬件和軟件無縫集成的最佳方式,這一點我們效仿了蘋果?!彼普f。
卡利爾兄弟認(rèn)為,用他們自己生產(chǎn)的VanMoof組件來控制供應(yīng)鏈對質(zhì)量控制至關(guān)重要,而不是像其他競爭對手一樣和不計其數(shù)的供應(yīng)商合作。這對于擁有跟蹤自行車健康狀況的傳感器以確保預(yù)測性維護是非常關(guān)鍵的,或者更簡單地說,這對于及時發(fā)現(xiàn)自行車的小問題是非常關(guān)鍵的。當(dāng)然,更多的控制權(quán)也有弊端:它必須把自己的供應(yīng)鏈釘死,因為關(guān)鍵部件的替代品并不容易獲得。因此,VanMoof也沒有幸免于大多數(shù)自行車制造商所面臨的長期積壓問題:現(xiàn)在訂購VanMoof的X3自行車的美國消費者要到仲冬才會收到貨。(S3 將在兩周內(nèi)上市。)
兄弟倆說,VanMoof在今年8月贏得的大筆資金將主要用于研發(fā)。其中包括尋找更有效的方法來制造更多數(shù)量的自行車。在這一點上,他們從硅谷先驅(qū)者那里找到了靈感?!鞍B ゑR斯克幾乎在每次采訪中都會說,真正的創(chuàng)新在于生產(chǎn)。”泰斯說。(硅谷也正在成為VanMoof的業(yè)務(wù)來源:許多不愿意透露姓名的大型科技公司正在向員工提供自行車作為福利。)
這筆錢還將用于在關(guān)鍵市場建立更多的VanMoof服務(wù)中心,這一點至關(guān)重要,因為VanMoof已經(jīng)決定不通過自行車商店進行大規(guī)模銷售,而是直接向消費者銷售。VanMoof決定把重點放在幾個關(guān)鍵的全球門戶城市,并以這種方式來打頭陣,而不是在大量的城市開設(shè)實體店。
塔科說,為了補充自己的支持中心,VanMoof在不同的市場建立了一個自行車專家網(wǎng)絡(luò),可以幫助客戶解決自行車的問題。(VanMoof也遇到了自行車運送途中出現(xiàn)的劃痕和凹痕問題,這是直接面向消費者零售的一些局限性。)
NPD集團的鮑威爾同意這一策略?!斑@些自行車附帶了重要的配套服務(wù)?!滨U威爾說。“因此必須有一些基礎(chǔ)設(shè)施來支持這些服務(wù)?!?/p>
鑒于競爭對手正在通過自己的商店或與合作伙伴一起建立自己的銷售網(wǎng),建立這種基礎(chǔ)設(shè)施就更加重要了。舉例來說,百思買(Best Buy)在擴張之前,已經(jīng)開始在Bird、Super73和轉(zhuǎn)運Swft等門店銷售產(chǎn)品,還可以雇傭零售商的奇客小分隊(Geek Squad)來組裝和設(shè)置自行車,收費為99.99美元。
雖然他們要做的事情很多,但在看到主要中心城市的人們對更好的自行車基礎(chǔ)設(shè)施日益增長的需求后,卡利爾兄弟感到振奮不已,其中大部分增長將來自電動自行車。紐約最近在其標(biāo)志性的布魯克林大橋上開辟了一條新的自行車道;巴黎已經(jīng)奇跡般地變得對自行車相當(dāng)友好,每天有100萬巴黎人騎自行車上下班;阿姆斯特丹正在擴建許多自行車道,以適應(yīng)規(guī)模逐漸擴大的自行車交通,其中包括越來越多年輕顧客喜歡的電動自行車。
“現(xiàn)在,在我回來的兩個月后,我看到整個阿姆斯特丹20多歲的人們都在騎電動自行車,這是最好和最酷的轉(zhuǎn)變。”泰斯說,因為我們又開始在城市里兜風(fēng)了。(財富中文網(wǎng))
譯者:Transn
泰斯·卡利爾仍然在重新熟悉荷蘭阿姆斯特丹的自行車道,因為他要帶領(lǐng)《財富》雜志試騎VanMoof的S3電動自行車。他在中國臺灣生活了多年。但是,騎著自行車穿梭在阿姆斯特丹時尚的北部地區(qū),這位荷蘭人很快找回了熟悉的感覺。他輕松地在自行車道上騎行,回到了公司附近嶄新的總部,并向他的客人展示了S3電動自行車的功能。
在臺北基地視察研發(fā)設(shè)施后,卡利爾暫時回到了荷蘭。他對一件事情的印象非常深刻,那就是目前在荷蘭首都街道上行駛的VanMoof自行車數(shù)量驚人。他和他的兄弟塔科·卡利爾在2009年共同創(chuàng)辦了電動自行車品牌VanMoof,并大獲成功,他們正努力在紐約、巴黎、柏林和東京等全球主要城市復(fù)制自己的成功之路,并且,他們還得到了一些重量級風(fēng)險資本家的支持。他們和他們的投資者在人們通勤方式的轉(zhuǎn)變中看到了商機,這種轉(zhuǎn)變反映了人們對擁堵和污染問題的日益關(guān)注,而長期以來一直致力于滿足汽車需求的大城市正在大力建設(shè)有利于自行車的基礎(chǔ)設(shè)施。
“這只是變革的開始,我相信在10到20年內(nèi),我們將在紐約、舊金山、巴黎、倫敦和東京的街道上看到與阿姆斯特丹一樣多的自行車?!彼圃诮邮堋敦敻弧冯s志采訪時說。
VanMoof認(rèn)為,電動自行車將成為自行車熱潮的重要組成部分。不可否認(rèn),經(jīng)過多年的緩慢增長,電動自行車已經(jīng)成為自行車市場的主流產(chǎn)品。在全球范圍內(nèi),電動自行車市場的規(guī)模估計約為250億美元,預(yù)計到本十年末,這一數(shù)字將翻一番。在荷蘭,電動自行車占了所有新自行車銷售的50%。美國市場仍然很小,是VanMoof及其眾多競爭對手搶占的主要市場。NPD集團(NPD Group)表示,2021年前4個月,電動自行車銷量增長了一倍多,達到6.81億美元。VanMoof的全球銷售額在2020年增長了兩倍,但該公司不愿意透露具體數(shù)據(jù)。
光明的前景為該行業(yè)吸引了大量的風(fēng)險資本。VanMoof的時尚設(shè)計和防盜技術(shù)吸引了眾多支持者,繼一年前的4000萬美元融資后,VanMoof在今年8月融資1.28億美元。它的競爭對手Rad Power在今年的兩輪融資中籌集了3.04億美元。顯然,這已經(jīng)成為了電動自行車行業(yè)的一場軍備競賽。事實上,根據(jù)PitchBook的數(shù)據(jù),自2017年年初以來,風(fēng)投已經(jīng)向電動自行車公司投入了32億美元。
新冠疫情讓更多的人傾向于騎電動自行車或傳統(tǒng)自行車作為消遣。這也讓許多人意識到,它們可以代替擁擠的公共交通或汽車,成為一種可行的通勤方式。NPD集團的高級行業(yè)顧問馬特·鮑威爾表示:“我們看到,人們購買電動自行車是為了代替汽車,而不是自行車?!?/p>
泰斯說,對于居住在距離辦公室3至9英里(5至15公里)之間的人,VanMoof是他們的最佳選擇。這段距離不長,人們能夠騎自行車而不是開車或乘坐公共交通工具,但也足以讓使人出汗,尤其是在像紐約這樣的城市的夏天。
VanMoof的名字取自英文單詞“move”,但實際上在荷蘭語中發(fā)音與“l(fā)oaf”押韻。該公司于2016年以傳統(tǒng)自行車為基礎(chǔ)推出電動自行車,迄今已經(jīng)售出了20萬輛電動自行車。卡利爾兄弟認(rèn)為,隨著電動自行車的蓬勃發(fā)展,在幾年內(nèi),其電動自行車在歐洲、美國和日本的銷售量有望達到1000萬輛。VanMoof自行車在美國的售價為2300美元,比普通自行車貴,但肯定比汽車便宜得多。
"這就是你需要電動自行車的原因,它更快、更有趣,而且更便宜。"泰斯說。當(dāng)然,他們的訣竅是讓消費者選擇VanMoof。
效仿蘋果和特斯拉
卡利爾兄弟都在南荷蘭的代爾夫特理工大學(xué)(Delft University of Technology)學(xué)習(xí)工業(yè)設(shè)計,他們說,創(chuàng)立VanMoof之前,在紐約市的一次旅行中讓他們萌生了創(chuàng)建公司的想法。他們發(fā)現(xiàn),騎自行車是游覽紐約的最佳方式,但令人驚訝的是,由于當(dāng)時紐約市的自行車基礎(chǔ)設(shè)施還不完善,因此很少有人騎自行車?!拔覀兒荏@訝,騎自行車游覽是如此完美,但卻很少有人這樣做?!?3歲的塔科說,他比泰斯大一歲。他們正確地預(yù)測,像紐約和巴黎這樣的城市最終會建立起更多的自行車道,并開始馴服根深蒂固的汽車文化。
他們并不是唯一看到機會的人。今天,挑戰(zhàn)者不計其數(shù):從傳統(tǒng)的自行車制造商,例如崔克(Trek)和捷安特(Giant),到摩托車制造商哈雷戴維森(Harley Davidson),再到RadPower這樣的后起之秀,都想在電動自行車市場分一杯羹。
雖然VanMoof自行車以其簡潔的線條和圓滑的外觀而著稱,但其中一些功能是設(shè)計而非美學(xué)的結(jié)果。泰斯說,比如,直接內(nèi)置在橫梁中的前燈是為了避免電纜伸出并在繁忙的自行車停車位(例如阿姆斯特丹的停車位)中被卡住。
VanMoof電動自行車是智能化的自行車,這讓它從眾多競爭對手中脫穎而出。它的一個突出特點是其防盜技術(shù),可以通過智能手機應(yīng)用程序進行管理,如果自行車被盜,用戶就能夠通過GPS定位,并讓VanMoof的“自行車獵人”在主要城市與當(dāng)?shù)鼐旌献鳎一刈孕熊?。用戶還可以遠(yuǎn)程啟動警報,并讓車燈遠(yuǎn)程閃爍。如果不通過其應(yīng)用程序打開,自行車就無法使用。VanMoof公司表示,如果購買了保護計劃的客戶在兩周內(nèi)無法取回被盜自行車,VanMoof就將為其提供替換服務(wù)。在歐洲,95%的被盜自行車都已經(jīng)被找回。但在北美,由于一些警察部門對追捕自行車竊賊的熱情有限,被找回的比例較低。
當(dāng)被問及VanMoof與競爭對手的不同之處時,泰斯迅速回答道,它控制著零部件,制造商專門為VanMoof生產(chǎn)零部件,并確保它們與VanMoof的技術(shù)兼容,類似于蘋果公司(Apple)的運作方式。
"We believe that's the best way to create a seamless integration between hardware and software, we copied it from Apple," says Taco.“我們相信這是實現(xiàn)硬件和軟件無縫集成的最佳方式,這一點我們效仿了蘋果?!彼普f。
卡利爾兄弟認(rèn)為,用他們自己生產(chǎn)的VanMoof組件來控制供應(yīng)鏈對質(zhì)量控制至關(guān)重要,而不是像其他競爭對手一樣和不計其數(shù)的供應(yīng)商合作。這對于擁有跟蹤自行車健康狀況的傳感器以確保預(yù)測性維護是非常關(guān)鍵的,或者更簡單地說,這對于及時發(fā)現(xiàn)自行車的小問題是非常關(guān)鍵的。當(dāng)然,更多的控制權(quán)也有弊端:它必須把自己的供應(yīng)鏈釘死,因為關(guān)鍵部件的替代品并不容易獲得。因此,VanMoof也沒有幸免于大多數(shù)自行車制造商所面臨的長期積壓問題:現(xiàn)在訂購VanMoof的X3自行車的美國消費者要到仲冬才會收到貨。(S3 將在兩周內(nèi)上市。)
兄弟倆說,VanMoof在今年8月贏得的大筆資金將主要用于研發(fā)。其中包括尋找更有效的方法來制造更多數(shù)量的自行車。在這一點上,他們從硅谷先驅(qū)者那里找到了靈感?!鞍B ゑR斯克幾乎在每次采訪中都會說,真正的創(chuàng)新在于生產(chǎn)?!碧┧拐f。(硅谷也正在成為VanMoof的業(yè)務(wù)來源:許多不愿意透露姓名的大型科技公司正在向員工提供自行車作為福利。)
這筆錢還將用于在關(guān)鍵市場建立更多的VanMoof服務(wù)中心,這一點至關(guān)重要,因為VanMoof已經(jīng)決定不通過自行車商店進行大規(guī)模銷售,而是直接向消費者銷售。VanMoof決定把重點放在幾個關(guān)鍵的全球門戶城市,并以這種方式來打頭陣,而不是在大量的城市開設(shè)實體店。
塔科說,為了補充自己的支持中心,VanMoof在不同的市場建立了一個自行車專家網(wǎng)絡(luò),可以幫助客戶解決自行車的問題。(VanMoof也遇到了自行車運送途中出現(xiàn)的劃痕和凹痕問題,這是直接面向消費者零售的一些局限性。)
NPD集團的鮑威爾同意這一策略?!斑@些自行車附帶了重要的配套服務(wù)。”鮑威爾說?!耙虼吮仨氂幸恍┗A(chǔ)設(shè)施來支持這些服務(wù)。”
鑒于競爭對手正在通過自己的商店或與合作伙伴一起建立自己的銷售網(wǎng),建立這種基礎(chǔ)設(shè)施就更加重要了。舉例來說,百思買(Best Buy)在擴張之前,已經(jīng)開始在Bird、Super73和轉(zhuǎn)運Swft等門店銷售產(chǎn)品,還可以雇傭零售商的奇客小分隊(Geek Squad)來組裝和設(shè)置自行車,收費為99.99美元。
雖然他們要做的事情很多,但在看到主要中心城市的人們對更好的自行車基礎(chǔ)設(shè)施日益增長的需求后,卡利爾兄弟感到振奮不已,其中大部分增長將來自電動自行車。紐約最近在其標(biāo)志性的布魯克林大橋上開辟了一條新的自行車道;巴黎已經(jīng)奇跡般地變得對自行車相當(dāng)友好,每天有100萬巴黎人騎自行車上下班;阿姆斯特丹正在擴建許多自行車道,以適應(yīng)規(guī)模逐漸擴大的自行車交通,其中包括越來越多年輕顧客喜歡的電動自行車。
“現(xiàn)在,在我回來的兩個月后,我看到整個阿姆斯特丹20多歲的人們都在騎電動自行車,這是最好和最酷的轉(zhuǎn)變。”泰斯說,因為我們又開始在城市里兜風(fēng)了。(財富中文網(wǎng))
譯者:Transn
Ties Carlier is still getting re-acquainted with Amsterdam bike paths as he leads Fortune on a test ride of VanMoof's S3 e-bike. He's spent years away as an expat in Taiwan area, but of course, this being bike riding, things are coming back to the Dutchman quickly on this tour of city's hip Noord area. He easily navigates the bike lanes that take him back to the company's nearby spanking new home office and shows off the bike's features to his guest.
But one thing that has struck Carlier, back in the Netherlands temporarily from his base in Taipei where he oversees the company's R&D facility, is how many VanMoofs there are now on the road in the Dutch capital. It's a success he and his brother, Taco, with whom he runs and co-founded the e-bike maker in 2009, are working to replicate in key global cities like New York, Paris, Berlin and Tokyo, backed by some heavy hitting venture capitalists. They and their investors see gold in a cultural shift in how people commute that reflects growing concerns about congestion and pollution, and the big strides cities that have long catered to cars, are making building up bike-friendly infrastructure.
"This is just the beginning of the revolution, and I believe in 10 to 20 years, we will see just as many bikes on the streets of New York, San Francisco, Paris, London and Tokyo as we do in Amsterdam," Taco tells Fortune.
VanMoof is betting e-bikes will be a big chunk of that bicycle boom. After slow burning growth for years, e-bikes have undeniably gone mainstream. Globally, the market is estimated to be about $25 billion, with projections for double that by the end of the decade. In the Netherlands, they represent 50% of all new bike sales. And in the still small U.S. market, the mother lode for VanMoof and its many competitors, NPD Group said e-bike sales had more than doubled to $681 million in the first four months of 2021. At VanMoof, global sales tripled in 2020 though the company won't say to what level.
Those prospects have attracted a ton of venture capital to the sector. VanMoof in August raised $128 million, following a $40 million round a year earlier with backers drawn to VanMoof's sleek design and anti-theft technology. In a display of how this has become an arms race, its rival Rad Power raised $304 million in two rounds this year. In fact, VCs have pumped $3.2 billion into e-bike companies since the start of 2017, according to PitchBook.
The COVID-19 pandemic got more people on bikes, electric or traditional, for fun. It also made many realize they could be viable way to commute as an alternative to crowded public transit or cars. "What we're seeing is that people are buying e-bikes as an automobile alternative, rather than a bicycle alternative," says Matt Powell, a senior industry advisor at NPD Group.
The sweet spot for VanMoof, Ties says, is people who live between three and nine miles (5-15km) from their office. That distance is short enough to bike rather than go by car or public transit, but long enough to make someone using a regular bike sweaty, especially in the summers of a city like New York.
VanMoof, whose name is a play on the English word "move" but actually rhymes with 'loaf' when pronounced in Dutch, says it has so far sold 200,000 e-bikes since 2016, when it pivoted from traditional bikes. The entrepreneur brothers see the potential for 10 million of its bikes on the roads of Europe, the U.S., and Japan within a few years as it rides a boom. Its bikes cost $2,300 in the U.S., pricier than a typical road bike but certainly much less than a car.
"That's why you need an e-bike, it's faster, it's more fun, and it's more affordable," says Ties. The trick for them of course is getting consumers to choose a VanMoof.
Mimicking Apple and Tesla
The Carlier brothers, who both studied industrial design at Delft University of Technology in South Holland, say they got the idea for VanMoof on a trip to New York City well before they founded the company. They marveled at how biking was the best way to visit New York, yet so few people were doing it at a time the city's bike infrastructure was still modest. "We were amazed that it was so perfect, but how few people were actually riding," says Taco, who at 43 is a year older than his brother. They correctly predicted cities like New York and Paris would eventually build up many more bike lanes and start to tame well ingrained car cultures.
They were hardly the only ones to see the opportunity. Today, the challengers are countless: everyone from traditional bike makers like Trek and Giant to motorcycle maker Harley Davidson to fellow upstarts like RadPower are also looking for a piece of the e-bike pie.
While VanMoof bikes are instantly recognizable for their sleekness with clean lines, some of those features were the result of design rather than aesthetics. For instance, the headlight being built directly into the crossbar is to avoid having cables stick out and get snagged in a busy parking space for bikes, like those in Amsterdam, Ties says.
Where VanMoof is trying to standout from the busy pack is as a maker of e-bikes that are also smart. One of its distinguishing features is its anti-theft technology that can be managed from a smartphone app and allows the user to locate the bike via GPS if it's stolen and get one of VanMoof's "Bike Hunters" on the case to work in key cities with local cops to retrieve it. A user can remotely set off an alarm and get the headlight blinking remotely. The bike is unusable if not turned on via its app. VanMoof, which will replace a stolen bike if it can't get it back within two weeks for customers who bought a protection program, says 95% of bikes stolen in Europe are recovered. In North America, though, the rate is lower given some police departments' limited enthusiasm for chasing bike thieves.
When asked what makes VanMoof different from rivals, Ties is quick to say that it's having control over components and parts, with manufacturers making them specifically for VanMoof and making sure it is all compatible with VanMoof tech, similarly to how Apple operates.
The Carlier brothers feel controlling the supply chain with their own made-for-VanMoof components is essential for quality control, compared to relying on a million different suppliers also working with rivals. It's key for things like having sensors that track the bike's health to ensure predictive maintenance, or in simpler terms, seeing problems in a bike when they are still small. Of course, more control has a flipside: It has to get its own supply chain nailed down since substitutes for key parts aren't easily available. And VanMoof hasn't been spared from having the long current backlogs that have beset most bike makers: a U.S. consumer ordering a VanMoof X3 bike today won't get it until mid-winter. (The S3 is available within two weeks.)
The big funding round VanMoof won in August will primarily go to research & development, the brothers say. And that includes finding more efficient ways to make the bikes in greater numbers. Here again, they find inspiration from Silicon Valley pioneers. "Elon Musk always says, almost every interview he says the real innovation is in production," says Ties. (Silicon Valley is turning out to be also be a source of business for VanMoof: a number of Big Tech companies it won't identify are providing its bikes to workers as a perk.)
The money will also go to helping VanMoof set up more service centers in key markets, crucial given that it has decided to largely avoid selling via bike stores and sell directly to consumers. VanMoof has decided to focus on a few key gateway global cities and build a beachhead that way, rather than trying to have a physical presence in a large number of cities.
Taco says that to complement its own support centers, VanMoof has created a network of bike experts in different markets who can help customers with their bikes. (VanMoof has also had to contend with a problem of bikes arriving at customers' homes with nicks and dents, showing some of the limits of direct-to-consumer retail.)
NPD's Powell agrees with that strategy. "There's a serious service component that comes with these bikes," Powell says. "There's going to have to be some infrastructure out there."
And building that infrastructure is all the more essential given that rivals are building up their own networks through their own stores or with partners: Bird, Super73, and Swft are among the e-bike makers Best Buy has begun to sell at a few stores ahead of likely expansion, and the retailer's Geek Squad can be hired to assemble and set up bikes for a $99.99 fee, to cite only one example.
While their to-do list is long, the Carlier brothers remain buoyed by what they see as growing demand from people in major hubs for better bike infrastructure, with most of that growth set to come from e-bikes. New York recently opened a new bike lane on its iconic Brooklyn Bridge; Paris has miraculously become quite bike friendly with 1 million Parisians riding a bike every day as part of a commute, and Amsterdam is expanding many bike lanes to accommodate all the bicycle traffic that increasingly includes e-bikes that young customers like.
"Now, two months after I came back, I see all of Amsterdam on electric bikes, and people are often in their 20s, and that's the best and coolest shift," he says as we head off for another jaunt around the city.