Hi all,
I know I've been mum in the forums lately and there are much more pressing things that everyone would like me to comment on... alas I *still* cannot. So in the meantime, I'll chime in here because I can.
I love all the effort to dig in and try to understand what we did and didn't do, and it is a nearly impossible task to get it all right from the outside in... so it's not surprising that the speculation is pretty far off. Maybe the two biggest misunderstandings are:
1) ownership of architecture vs design vs development vs manufacturing vs supply vs assembly, and especially in the understanding of what it takes to reliably and repeatably manufacture any of these systems.
2) the use of conventional (therefore relatively cheap, available, and of known properties) materials implemented very cleverly
Everyone thinks they're going to find some magic goo inside... some alien unobtanium that enables things never thought possible. That's the stuff that dies in laboratories. Good engineering finds clever and elegant ways to do things better with less material, less processes, and at a lower cost. It is hundreds of small ideas and careful implementation of tech that produces a reliable, robust, (relatively) affordable commercial product. I know that's not sexy, but we were never in the business of producing shiny prototypes that ran for an hour for the cameras and never made it to customers.
With that said...
The patent office wasn't as liberal with us as with some others, so we chose to maintain much of our technology as trade secret - especially the industrialized processes that enable us to build our pack. As I wrote Mark in an email, do not confuse very elegant engineering with simplicity or a lack of engineering. The battery pack is quite unique and very very difficult to replicate. There are several reasons why we have (had?) the highest energy density in transportation, all while maintaining anti-propogation resistance at and above automotive standards. If you try to pack high energy (3 Ah+) 18650 cells into a pack as closely as we have, and you don't do the things we did, you will have a very very dangerous pack. We were the first to be able to achieve permanent interconnects that allowed us to orient all of the cells in the same direction. We were the first to thermally couple to the base of the cell. These things are not trivial - many had given up on the approaches that we were able to implement repeatably and reliably. We had to build our own battery manufacturing plant in Brisbane to make the Redshift pack possible. Even though this ultimately is Alta's biggest competitive advantage, if I third party had been capable of building it, we would not have made that multi-year and multi-million dollar investment.
I'll address the others below, in line.
What electrical innovations? The bike is very simple:
1) Panasonic or Sony 18650 cells in a container, like Tesla and other vehicle manufacturers. Tesla is now moving to the Panasonic 2170 cells with an advantage in energy density. Even the cell fuseable link is a Tesla design.
But Tesla had to cool their cells on the outside radius and had to orient their cells in alternating directions. It's easy to confuse battery cell technology with battery technology. Most of the media tends to forget that real world advantage actually comes from battery *pack* technology, much of which is in the processes that enable it to be manufactured safely and reliably.
2) Battery Management System that can be purchased from many vendors
BMS chips, sure. The BMS strategy and software? Far from commodity. It is an arms race to understand how each cell behaves under real world use cases and right now companies like Tesla and Alta know more about that than the cell manufacturers themselves, which is why companies 100 times larger than Alta were treating us as a bellweather to point their engineers towards optimized chemistries for the powersports sector.
3) Chinese built vendor supplied charger
This is true, but to make it work to our safety and relaibility standards, we added our own daughter-board and the DC Charge Port on the bike to make sure that our customers and vehicles were safe from faulty chargers or faulty grid power.
4) Custom built inverter - probably the single real innovative technology in this machine. Yes, it can be built “by anybody”.
You could copy the hardware, sure. It would take a lot of time, and a tone of real-world testing and refinement to replicate what we did in software.
5) Vendor supplied motor
The motor was architected, designed, developed, and prototyped by Alta. It was manufactured to our designs by a Tier 1 (coincidentally, the same supplier that built Tesla motors). No one else has that motor, and more importantly, no one would know the reasons why we made the design decisions we did.
6) Wiring harness - very conventional
Also very difficult to make water tight, high voltage safe, and reliable. We fired one of the biggest and best automotive harness suppliers, hired their best engineer, and stood up a new supplier in Nevada to be able to achieve the results we wanted. Sadly, because of that effort and investment, that is one of the suppliers that is most dependant on an Alta restart.
7) Vendor supplied Hall effect throttle
Yup
8) Software to manage throttle
Not trivial. There's a reason our bike delivers torque differently than other electrics and can perform safely (and arguably better than combustion) under highly variable conditions.
9) Software to manage battery, inverter and motor
Also not trivial. 1000s of hours of engineering by a vertically integrated hardware and software operation that allowed us to iterate on development extremely quickly.
10) Vendor supplied display
While the display is probably the part of the bike we're least proud of, it unfortunately had to be bespoke to Alta. No we don't manufacture our own LCD panels. Neither does Apple. The PCBAs, the enclosure, the software are all ours. I actually wish that weren't the case - we would have loved to find a 3rd party display that did what we needed.
11) Lights, tail light, license plate light, horn, turn signals, reed switch on side stand
Yup, 3rd party although the side stand implementation is unique to us. The rest of it wouldn't be time or money well spent by Alta.
12) Vendor supplied coolant pump
See 11.
13) Vendor supplied switches (key, horn, high beam, turn signals, kill switch, start switch)
See 11.
Did I miss anything?
The reason I couldn't keep my mouth shut is we actually DID take the clean sheet approach, where nearly every other company in the space was more of a systems integrator. There is literally not a single sub-system from the rear axle to the headstock that wasn't a ground-up Alta design and development. Yes, we use third party components (e.g. chips, pumps, springs), but that is so very far from using third party subsystems (e.g. controllers, motors). There is not a line of code on the bike that wasn't written or rewritten by an Alta engineer.
Thanks for letting me vent. I look forward to talking about more important things sometime soon. Believe me, the wait is as excruciating for me as it is for all of you, and I'm really sorry that all of our customers, dealers, vendors have to go through this with us.