1
00:00:01,920 --> 00:00:04,520
Hey everybody. 
Welcome back to the Elon Musk 

2
00:00:04,520 --> 00:00:07,120
Podcast. 
This is a show where we discuss 

3
00:00:07,320 --> 00:00:11,560
the critical crossroads that 
shape SpaceX, Tesla X, The 

4
00:00:11,560 --> 00:00:15,600
Boring Company and Neurolink. 
I'm your host, Will Walden. 

5
00:00:16,040 --> 00:00:20,400
So did you ever think that E 
bikes would become such a big 

6
00:00:20,400 --> 00:00:23,120
deal? 
It's kind of like Back to the 

7
00:00:23,120 --> 00:00:27,520
Future when Marty McFly was 
awestruck by all the future 

8
00:00:27,520 --> 00:00:32,119
technology. 
Now, back in 2021, the House of 

9
00:00:32,119 --> 00:00:35,920
Representatives passed the Build
Back Better Act, including a 

10
00:00:35,920 --> 00:00:40,360
$4.1 billion provision in tax 
credits aimed at promoting 

11
00:00:40,760 --> 00:00:43,760
electric bikes. 
Now, this is a sector where even

12
00:00:44,040 --> 00:00:48,080
Elon Musk has not ventured yet. 
Now E bikes have rapidly 

13
00:00:48,080 --> 00:00:51,640
transitioned from a novelty to a
mainstream mode of transport. 

14
00:00:51,640 --> 00:00:54,880
I see them all over the streets 
and they provide significant 

15
00:00:54,880 --> 00:00:59,520
benefits to delivery workers 
during the pandemic times and 

16
00:00:59,520 --> 00:01:02,960
commuters now who prefer not to 
arrive sweaty at their 

17
00:01:02,960 --> 00:01:04,319
destinations. 
They don't want to ride a 

18
00:01:04,519 --> 00:01:08,160
traditional bicycle, so now they
have E bikes to zip around the 

19
00:01:08,160 --> 00:01:12,200
city. 
And despite some derision over 

20
00:01:12,200 --> 00:01:16,320
the supposed purity of cycling, 
with E bike riders accused of 

21
00:01:16,320 --> 00:01:20,280
taking shortcuts, these electric
assists have been instrumental 

22
00:01:20,280 --> 00:01:23,400
in encouraging people to engage 
in healthy exercise. 

23
00:01:23,960 --> 00:01:27,240
This is particularly true for 
older or less practice cyclists 

24
00:01:27,440 --> 00:01:31,360
who might otherwise avoid biking
due to dotting hills or long 

25
00:01:31,360 --> 00:01:33,000
distances. 
Or they're just out of shape. 

26
00:01:33,560 --> 00:01:37,040
And E bikes are helping to make 
cycling accessible and enjoyable

27
00:01:37,040 --> 00:01:40,280
for a broader audience, pushing 
more people off the couch and 

28
00:01:40,280 --> 00:01:44,360
out of the streets. 
However, high-powered class 3E 

29
00:01:44,360 --> 00:01:50,040
bikes, which can reach speeds of
over 40 mph, have caused 

30
00:01:50,040 --> 00:01:52,440
friction busy urban areas like 
New York City. 

31
00:01:52,920 --> 00:01:55,840
Now these models raise important
discussions about the future of 

32
00:01:55,840 --> 00:02:00,040
urban mobility, suggesting that 
E bikes could free up St. space,

33
00:02:00,040 --> 00:02:04,680
get the cars out of there, offer
alternatives to cars, and reduce

34
00:02:04,680 --> 00:02:06,440
energy consumption and 
emissions. 

35
00:02:07,000 --> 00:02:10,759
Now, California's Air Resources 
Board recently allocated about 

36
00:02:10,759 --> 00:02:13,480
$10 million in rebates for E 
bike purchases. 

37
00:02:13,800 --> 00:02:17,800
It's a small scale version of 
tax incentives offered for EVs, 

38
00:02:17,800 --> 00:02:22,160
like the $7500 government 
federal rebate for EVs at this 

39
00:02:22,160 --> 00:02:24,480
time. 
But the surgeon E bike 

40
00:02:24,480 --> 00:02:27,760
popularity has spread innovation
with new tech ideas emerging 

41
00:02:27,760 --> 00:02:31,520
such as rain proof cargo bikes, 
pavement embedded wireless 

42
00:02:31,520 --> 00:02:35,480
charging and automated 
stabilization systems for senior

43
00:02:35,480 --> 00:02:38,760
riders. 
City Q is taking pre-orders for 

44
00:02:38,760 --> 00:02:43,280
a four wheeled cargo bike 
marketing as providing a Tesla 

45
00:02:43,280 --> 00:02:45,800
feeling for cyclists. 
They've already started shipping

46
00:02:45,800 --> 00:02:48,200
those by the way. 
This burst of creativity is 

47
00:02:48,200 --> 00:02:52,120
transforming the E bike industry
and expanding its potential for 

48
00:02:52,120 --> 00:02:56,280
all users. 
So back in 2020, about 500,000 E

49
00:02:56,280 --> 00:03:00,560
bikes were sold in the US 
compared to 210,000 plug in 

50
00:03:00,560 --> 00:03:04,280
cars, according to estimates. 
And market research firm NPD 

51
00:03:04,280 --> 00:03:08,680
Group reported that the pandemic
led to a 145% increase in E bike

52
00:03:08,680 --> 00:03:13,960
sales from 2019 to 2020, more 
than doubling the growth of 

53
00:03:13,960 --> 00:03:16,920
traditional bicycles. 
Now, industry analysts predict 

54
00:03:16,920 --> 00:03:21,200
this trend will continue, with 
global E bike market expected to

55
00:03:21,200 --> 00:03:28,280
grow from 32.5 billion last year
to $53 billion over the course 

56
00:03:28,280 --> 00:03:32,280
of 2025. 
Now that's a growth rate of over

57
00:03:32,280 --> 00:03:35,080
10%. 
Now, even in Europe, known for 

58
00:03:35,080 --> 00:03:38,720
its cycling culture, E bikes 
sales increased by 23% in 2019. 

59
00:03:39,400 --> 00:03:43,800
Now, by 2023, there will be or 
there were over 300 million E 

60
00:03:43,800 --> 00:03:47,560
bikes on the roads. 
Now it's a significant shift 

61
00:03:48,080 --> 00:03:52,600
from the normal transportation 
trends of regular bikes, with E 

62
00:03:52,600 --> 00:03:55,360
bikes playing a crucial role in 
urban mobility and 

63
00:03:55,360 --> 00:03:57,320
sustainability efforts going 
forward. 

64
00:03:58,560 --> 00:04:02,600
Now there's two main types of E 
bikes though, hub motors and mid

65
00:04:02,600 --> 00:04:05,240
drive motors. 
Now hub motors are built right 

66
00:04:05,240 --> 00:04:08,600
into the wheel center and are 
available in two types geared 

67
00:04:08,600 --> 00:04:11,840
hub motors, which use internal 
gears to operate efficiently at 

68
00:04:11,840 --> 00:04:15,400
high RPM, and gearless hub 
motors which link the motors 

69
00:04:15,400 --> 00:04:19,120
strata directly to the bike 
axle, reducing the mechanical 

70
00:04:19,120 --> 00:04:22,000
wear of the system. 
Now these motors are affordable,

71
00:04:22,040 --> 00:04:25,080
low maintenance and widely 
produced, making them a popular 

72
00:04:25,080 --> 00:04:29,200
choice for E bike manufacturers.
Now despite these benefits, hub 

73
00:04:29,200 --> 00:04:32,120
motors have limitations though, 
particularly when it comes to 

74
00:04:32,120 --> 00:04:35,320
hill climbs and handling. 
They typically offer a single 

75
00:04:35,320 --> 00:04:38,520
gear ratio which is not ideal 
for steep inclines and can make 

76
00:04:38,520 --> 00:04:42,960
a bike kind of feel unbalanced. 
Now, changing tires on hub motor

77
00:04:42,960 --> 00:04:46,080
equipped bikes can also be 
challenging due to the wheel 

78
00:04:46,080 --> 00:04:49,000
mounted motor. 
Now mid drive motors on the 

79
00:04:49,000 --> 00:04:51,840
other hand, which are located 
inside the bike frame between 

80
00:04:51,840 --> 00:04:54,840
the pedals, offer a completely 
different approach. 

81
00:04:55,200 --> 00:04:58,280
These motors transfer power 
through the chain drive to the 

82
00:04:58,280 --> 00:05:00,880
rear wheel, providing 
significant torque for climbing 

83
00:05:00,880 --> 00:05:03,000
hills or starting from a 
standstill. 

84
00:05:03,360 --> 00:05:06,280
It allows for more efficient 
power delivery, although it can 

85
00:05:06,280 --> 00:05:08,760
put additional stress on the 
bike's chain of gears. 

86
00:05:09,720 --> 00:05:11,960
But it's not too bad. 
Now, the main advantage of mid 

87
00:05:11,960 --> 00:05:15,880
drive motors is their ability to
deliver sustained power on long 

88
00:05:15,880 --> 00:05:19,000
climbs. 
However, this constant power can

89
00:05:19,000 --> 00:05:23,680
wear off chains faster, not too 
fast, and E bikes with mid drive

90
00:05:23,680 --> 00:05:26,240
motors are often equipped with 
stronger chains to handle the 

91
00:05:26,240 --> 00:05:28,840
increased load anyway. 
And if the chain breaks, the 

92
00:05:28,840 --> 00:05:31,800
bike becomes inoperable, much 
like a traditional bike. 

93
00:05:32,480 --> 00:05:35,480
Now, newer mid drive motors are 
smaller and lighter, often 

94
00:05:35,480 --> 00:05:38,280
integrated into the bike frame 
to maintain a sleek, stealthy 

95
00:05:38,280 --> 00:05:41,080
appearance. 
Now both hub and mid drive 

96
00:05:41,080 --> 00:05:45,520
motors use sensors to detect 
pedal force for wheel rotation, 

97
00:05:45,880 --> 00:05:49,160
activating the motor to assist 
the driver or the rider. 

98
00:05:49,480 --> 00:05:52,240
And mid drive motors typically 
use torque sensors for smoother 

99
00:05:52,240 --> 00:05:55,600
power delivery. 
With hub, motors often rely on 

100
00:05:55,600 --> 00:05:59,320
cadence sensors, which can lead 
to less consistent motor 

101
00:05:59,320 --> 00:06:02,760
assistance. 
Now, battery range is a 

102
00:06:02,800 --> 00:06:05,000
significant consideration for E 
bike users. 

103
00:06:05,360 --> 00:06:09,040
While some companies claim 
ranges of up to 100 miles, real 

104
00:06:09,040 --> 00:06:12,680
world conditions often resert in
much lower figures. 

105
00:06:12,960 --> 00:06:16,880
Variables such as rider weight, 
wind resistance, and also the 

106
00:06:16,880 --> 00:06:20,600
terrain you're riding on can all
impact battery for performance 

107
00:06:20,600 --> 00:06:22,960
just like any other electric 
vehicle. 

108
00:06:23,320 --> 00:06:29,360
But generally E bikes with about
750 Watt motors and 480 Watt 

109
00:06:29,360 --> 00:06:34,000
hour batteries can go about 20 
miles on battery power alone and

110
00:06:34,200 --> 00:06:37,640
up to about 32 miles with pedal 
assist. 

111
00:06:38,520 --> 00:06:41,520
So that's pretty good, 20 miles 
on a battery charge. 

112
00:06:41,600 --> 00:06:43,000
You just have to charge it up 
when you get there. 

113
00:06:43,000 --> 00:06:46,160
That's not too bad, it's good 
for zipping around town too. 

114
00:06:46,160 --> 00:06:49,720
Now the added weight of E bike 
battery is usually between 6 and

115
00:06:49,800 --> 00:06:53,240
8 lbs. 
Not really heavy, but over time 

116
00:06:53,240 --> 00:06:56,800
it feels it and it also affects 
the handling and requires more 

117
00:06:56,840 --> 00:07:00,360
effect or more effort from the 
rider when the battery is 

118
00:07:00,360 --> 00:07:03,480
depleted. 
Battery placement also impacts 

119
00:07:03,480 --> 00:07:06,400
the bike's balance. 
Rear rack mounted batteries are 

120
00:07:06,400 --> 00:07:09,760
easy to access but can make the 
bike feel top heavy. 

121
00:07:10,280 --> 00:07:13,160
Down to mounted batteries are 
more balanced while integrated 

122
00:07:13,160 --> 00:07:16,160
down to batteries offer the best
aesthetic and also handling. 

123
00:07:16,600 --> 00:07:19,320
Now the three class system 
promoted by people for bikes 

124
00:07:19,800 --> 00:07:23,800
categorizes E bikes based on the
resist type and maximum speed. 

125
00:07:24,360 --> 00:07:27,640
Class 1E bikes providing pedal 
assist up to 20 mph. 

126
00:07:28,040 --> 00:07:32,560
Class 2 is 20 mph but include a 
throttle for motor only 

127
00:07:33,040 --> 00:07:36,000
propulsion. 
Class 3E bikes are pedal assist 

128
00:07:36,040 --> 00:07:39,720
only but can reach speeds of up 
to 20 mph. 

129
00:07:40,520 --> 00:07:42,520
Systems help. 
They help standardize the 

130
00:07:42,520 --> 00:07:45,120
regulations and guide consumers 
and choosing the right E bike 

131
00:07:45,120 --> 00:07:48,040
for their needs. 
Now class 3E bikes are the 

132
00:07:48,040 --> 00:07:50,240
fastest. 
They're typically restricted to 

133
00:07:50,240 --> 00:07:53,360
roadways and bike lanes, 
avoiding multi use pass shared 

134
00:07:53,360 --> 00:07:56,400
with pedestrians. 
In Europe E bike E mountain 

135
00:07:56,400 --> 00:08:00,000
bikes are EMT. 
BS are generally accepted on non

136
00:08:00,000 --> 00:08:03,640
motorized trails, but in the US 
federal agencies like the Forest

137
00:08:03,640 --> 00:08:07,760
Service and National Park 
Service classify EMT BS as 

138
00:08:07,760 --> 00:08:11,040
motorized vehicles, limiting 
their trail access. 

139
00:08:11,640 --> 00:08:16,600
Now E bike prices vary widely. 
You can get them for anywhere 

140
00:08:16,600 --> 00:08:23,680
from I've seen them for $400.00 
on sale at Best Buy and Walmart.

141
00:08:23,680 --> 00:08:27,960
Things like that. 
They could go up to ten, $15,000

142
00:08:27,960 --> 00:08:31,520
too. 
So it depends on what you need 

143
00:08:31,520 --> 00:08:34,240
it for and also your price 
range. 

144
00:08:34,520 --> 00:08:40,200
So you want to be aware of how 
powerful your motor is, what 

145
00:08:40,200 --> 00:08:43,600
kind of connectivity you have, 
luxurious components like is the

146
00:08:43,600 --> 00:08:45,600
seat really soft? 
Are you going to take a long 

147
00:08:45,600 --> 00:08:47,080
ride? 
What kind of seat do you want? 

148
00:08:47,680 --> 00:08:49,520
Does it have a a storage 
compartment? 

149
00:08:49,520 --> 00:08:51,240
Is it four wheels or two wheels 
or three wheels? 

150
00:08:51,240 --> 00:08:55,440
It's up to you. 
And of course paint. 

151
00:08:55,680 --> 00:08:56,920
And are you going to commute 
with it? 

152
00:08:57,240 --> 00:09:00,960
Is it going to be a a short 
commute where you go, you know, 

153
00:09:00,960 --> 00:09:03,520
5 minutes, 10 minutes, maybe 20 
minutes? 

154
00:09:03,840 --> 00:09:07,280
Or are you going to take longer 
rides for 30 minutes to an hour?

155
00:09:08,240 --> 00:09:10,840
That's all up the question and 
how much you going to pay for 

156
00:09:10,840 --> 00:09:13,480
it? 
So giant Trek, specialized in 

157
00:09:13,480 --> 00:09:17,960
Schwinn, they've all embraced E 
bikes and BMW has also made E 

158
00:09:17,960 --> 00:09:21,800
bikes. 
Porsche has a majority stake in 

159
00:09:21,800 --> 00:09:26,080
Gray, PA high end bike company 
powered or founded by electric 

160
00:09:26,080 --> 00:09:31,080
hypercar entrepreneur, signaling
the automotive industry interest

161
00:09:31,160 --> 00:09:33,600
in E bikes. 
I mean, I don't, I do understand

162
00:09:33,600 --> 00:09:36,440
why they're doing it, but 
somebody like Porsche doesn't 

163
00:09:36,480 --> 00:09:39,880
really need an E bike. 
They have wonderful cars, so 

164
00:09:39,880 --> 00:09:43,120
they don't really need E bikes, 
but it's a good way to diversify

165
00:09:43,120 --> 00:09:46,360
their portfolio I guess. 
Now, E bikes, of course, are 

166
00:09:46,360 --> 00:09:48,280
very popular now. 
You see them everywhere. 

167
00:09:48,680 --> 00:09:51,080
They're becoming an integral 
part of urban transportation 

168
00:09:51,080 --> 00:09:53,160
solutions. 
I see them all over the place 

169
00:09:53,160 --> 00:09:56,000
now. 
And as more people adopt E bikes

170
00:09:56,000 --> 00:09:59,560
for commuting, recreation and 
delivery services, the benefits 

171
00:09:59,560 --> 00:10:02,920
of reduced emission, lower 
energy consumption and improved 

172
00:10:02,920 --> 00:10:06,040
accessibility are becoming 
increasingly evident. 

173
00:10:06,880 --> 00:10:09,840
Now remember there's three types
of E bikes so far, the three 

174
00:10:09,840 --> 00:10:16,080
class systems. 
So 20 mph and that's for 1/2 is 

175
00:10:16,080 --> 00:10:21,400
20 mph for motor only propulsion
in class three are pedaled 

176
00:10:21,400 --> 00:10:24,320
assist. 
So choose wisely when you go out

177
00:10:24,320 --> 00:10:30,320
there and grab an E bike 
anywhere from 400 ish 4 to $500 

178
00:10:30,320 --> 00:10:33,520
to 10,000 you can get them 
really tricked out. 

179
00:10:34,120 --> 00:10:37,640
So yeah, that's it for E bikes 
today everybody. 

180
00:10:37,640 --> 00:10:46,360
Thank you for listening. 
Hey, thank you so much for 

181
00:10:46,360 --> 00:10:48,520
listening today. 
I really do appreciate your 

182
00:10:48,520 --> 00:10:50,080
support. 
If you could take a second and 

183
00:10:50,080 --> 00:10:53,040
hit the subscribe or the follow 
button on whatever podcast 

184
00:10:53,040 --> 00:10:56,040
platform that you're listening 
on right now, I greatly 

185
00:10:56,040 --> 00:10:57,680
appreciate it. 
It helps out the show 

186
00:10:57,680 --> 00:11:00,320
tremendously and you'll never 
miss an episode. 

187
00:11:00,560 --> 00:11:03,920
And each episode is about 10 
minutes or less to get you 

188
00:11:03,920 --> 00:11:06,640
caught up quickly. 
And please, if you want to 

189
00:11:06,640 --> 00:11:12,120
support the show even more, go 
to patreon.com/stage Zero. 

190
00:11:12,600 --> 00:11:14,400
And please take care of 
yourselves and each other. 

191
00:11:14,640 --> 00:11:15,760
And I'll see you tomorrow.
