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Businesses Transportation

Nikola Founder Exaggerated the Capability of His Debut Truck (bloomberg.com) 94

An anonymous reader shares a report: After half an hour of promotional videos and big promises, Nikola's 13-foot-tall prototype parked atop a rotating stage began to spin. The dramatic music reached a crescendo, lights flicked on and a partially translucent white sheet lifted off the Nikola One. Founder Trevor Milton walked up to applause, put his hands on his side and admired the big rig. "Oh, that thing is so awesome," he said. "We've been waiting so long to show this to the world, you have no idea. It's hard to even contain my emotion about this." Milton then made several comments to the crowd at the December 2016 event suggesting the Nikola One was driveable. The statements alarmed people familiar with the truck's capability, who told Bloomberg News recently that it was inoperable and missing key components to power itself. On Wednesday, Milton said key parts were taken out of the vehicle for safety reasons and that it never drove under its own power.

[...] At the event 3 1/2 years ago, Milton said the company had put up a chain to keep people from bumping into any of the vehicle controls. "We're going to try to keep people from driving off," he said. "This thing fully functions and works." Later, he said the truck was not a "pusher," referring to an inoperable prototype that needed to be nudged onto the stage. The people familiar with the truck, who asked not to be identified discussing sensitive information, said they were concerned about the statements. Gears and motors were missing, and while the words "H2 Zero Emission Hydrogen Electric" were emblazoned on the vehicle, there was no fuel cell on board.

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Nikola Founder Exaggerated the Capability of His Debut Truck

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  • by gweihir ( 88907 ) on Wednesday June 17, 2020 @05:46PM (#60195058)

    Vastly overstate the worth of your products, get tons of investors, and then maybe later deliver something that may or may not work?

    • by Tablizer ( 95088 ) on Wednesday June 17, 2020 @05:54PM (#60195080) Journal

      Common in IT: "But boss, it's just a quick mock-up; it won't handle production transaction loads and maintenance needs."

      Boss: "Let's worry about that later, just shippit!"

    • by Dunbal ( 464142 ) *
      Screw the investors and venture capitalists seems the way to go nowadays. But hey, they're doing god's work - a fool and his money are soon parted, right?
    • > overstate the worth of your products, get tons of investors

      If they had been publicly seeking investors, that would be exactly the kind of "material misstatement of fact" that gets a CEO in trouble with the SEC. Kinda like how Elon Musk can't be CEO of Tesla anymore because he tweeted an untrue statement which would encourage investors.

      This guy made the statement in 2016. They went public (started offering their stock as an investment to the public) in 2020.

      • by gweihir ( 88907 )

        So he got away with what is basically fraud because he made sure the SEC was not involved. Well, he got massively rich off his misdeed, so that is ok then.

        • Fraud against whom? Any investors are pretty happy right about now.

          The SEC does have jurisdiction over investment in privately held companies too, so they could bust him if he did something like sell to someone who wasn't an accredited investor, or if investors say they were mislead. I haven't heard any complaints from investors saying they were mislead. Someone who owns 20% of the company should know more about the company than just watching a press event.

          • by gweihir ( 88907 )

            Not stating a serious risk is fraud. Stating a wring state of completion on a project towards investors is fraud.

            It may not bite anybody but it may also cost them a lot of money.

          • by tlhIngan ( 30335 )

            The problem is that fraud is usually done to screw investors over - like the CEO absconding with a ton of money by pumping up the stock then revealing the fraud which causes it to drop. This normally causes the investors to lose money and thus they get angry and call on the SEC to investigate.

            Elon had that happen to him because the short sellers lost a bunch of money from the untrue statement - basically Elon managed to pump the stock up much higher than it was supposed to go.

            Apple had the same thing happen

            • > Elon had that happen to him because the short sellers lost a bunch of money from the untrue statement - basically Elon managed to pump the stock up much higher than it was supposed to go.

              The problem with false statements pumping a stock isn't so much short sellers as it is the stock goes righr back down when the lie is discovered and publicized. Anyone who bought between the time he made statement and the time everyone knew it was false got screwed, over-paying for the stock.

              That's actually neutral for

      • Re: (Score:3, Informative)

        by Rei ( 128717 )

        Kinda like how Elon Musk can't be CEO of Tesla anymore

        Google: Who is Tesla's CEO? [google.com]

        A brief summary: Musk initially geared up for a fight with the SEC over the tweets, convinced he had a verbal agreement with the Saudis and had done nothing wrong, but was convinced to settle with the SEC by Mark Cuban; Mark had previously won a battle against the SEC, but pointed out that even when you win, you still lose, in terms of years of expense and distraction. The settlement involved no admission of guilt of wrongdoi

    • Re: (Score:2, Insightful)

      Yep, limited strictly to America. In all the other countries, they have a very elaborate set of ...things... to prevent this. But those stupid Americans are still trying to figure out how to do things without slaves. /sarcasm

    • "Fake it 'til you make it"

      (or at least, "Fake it until you get the money". The "making it" part is optional)

    • Startups pull this bullshit all the time. Their main 'product' is their share price. WTF they are actual doing is almost entirely unrelated (in their opinion, anyway).
      "Innovating" is not really the same as "flying blind", but they often just start giving away free lunches and then brag about how much their 'customers' love them.

      What's even sillier (as I casually browse past news stories about the semitruck) is that some of them are bragging about how it will have 900 HP (way too much) and how fast it ca
      • by gweihir ( 88907 )

        I'd be surprised if many logistics companies bother very long with the Tesla equivalent.

        Indeed. They have tight margins and cannot afford to be inefficient or, worse, ineffective. That product either delivers (in a very non-flashy way) or it will have no real chance beyond a short-term publicity stunt.

      • by b3e3 ( 6069888 )
        IIRC, Tesla at least paid lip service to the places where an EV truck would be useful: yard dog, last-mile, and factory-to-rail type stuff.
    • by AmiMoJo ( 196126 )

      It worked out great for Elon Musk, he probably just figured he would do the same.

      Tesla stock is at an all time high and robotaxi is nowhere to be seen, same as the last 4 years when it's been just months from launching.

  • That was 3 1/2 years ago. What about today? Considering they just got listed on NASDAQ and said founder is worth just under $4 Billion from his stock ownership, inquiring minds want to know.

    Also, quoting Forbes, "Nikola has secured truck orders worth $10 billion from companies led by Anheuser-Busch, which wants 800 of the companyâ(TM)s non-polluting behemoths. "

    I don't think they're still at the phase of promoting pipe dreams if they have $10 billion in orders, with delivery expected next year -- unles

    • by Dunbal ( 464142 ) * on Wednesday June 17, 2020 @06:03PM (#60195116)
      If it sounds like a scam and smells like a scam, it's probably a scam. This kind of inflated bubble market is famous for such - just like the dot com boom in the early 2000's. People were throwing money into companies that did nothing, had no business model and couldn't ever succeed. This kind of carelessness with money is a hallmark of bubble time. Caveat emptor.
    • by Rei ( 128717 ) on Wednesday June 17, 2020 @07:56PM (#60195474) Homepage

      The orders are free. Anyone can make them. I have an order for dozens of trucks registered to Donald Duck, for his business, Fake Company, at their address on Imaginary Lane, in Not-A-Real City.

      Nikola got listed on NASDAQ via a reverse acquisition with VectoIQ. A reverse acquisition is a very expensive way to go public, but it lets you avoid the normal regulatory and financial obligations. The CEO made sure he got a personal payday during the acquisition, too (structured to let him cash out stock).

      with delivery expected next year

      For years, delivery is always imminent, and always, never happens.

      Nikola is a company with 350 employees and no factory. They don't even make all of their own prototypes (and some of the products exist only as renderings). Others, apparently, were just empty shells.

    • That's exactly what people said about Bernie Madoff; he's managing too much money for it to be a scam. Scams can't be that successful.

      The existence of pre-orders never means it isn't a scam. That's just silly. The existence of filled orders is the only proof for it not being a scam.

      unless this is the Theranos of electric trucks.

      That is the implication of the fact they lied about the state of the demo vehicle in order to get the orders. Like when Theranos said it already worked, even though the performance numbers don't really add up unless they had al

    • I don't think they're still at the phase of promoting pipe dreams if they have $10 billion in orders,

      $10 Billion in orders with $0 down.

      All reservations will be refunded 100% and you wonâ(TM)t lose your place in line. We donâ(TM)t use your money to operate our business. We want everyone to know we have never used a dollar of deposit money in the history of our company. All deposits will be refunded

    • It was a shelf IPO— a shelf company that was publicly traded “acquired” Nikola, and changed its ticker... to avoid SEC scrutiny. If you thought WeWork was a scam, this is about an order of magnitude worse.

      Unless they have farmed out 100% of detailed engineering, along with manufacturing (as they have declared), there is no way they will ever produce a vehicle. If you want to look at the options pricing you will quickly see that the market has very little faith in this company.

  • They sued Tesla copied their invention
  • by quonset ( 4839537 ) on Wednesday June 17, 2020 @05:55PM (#60195086)

    Back in the 80s, when Atlantic City was supposed to be the East coast version of Las Vegas, the con artist desperately needed a loan to build one of his casinos. He was so deep in debt banks were extremely leery of pouring more money after bad. Obviously they wanted to see for themselves what exactly was going on.

    The con artist called up one of his people working on the project and told him to get anyone and everyone he could find down to that site and make it look like a massive construction project was underway (at the time, there was very little if anything going on).

    The bank representatives show up and the con artist is walking with them, lying about how great the site is, how much money the casino will bring in and so on. At one point the group passes a guy digging a hole. On their way back, they pass the same guy now filling in the hole he had dug. One of the bank representatives asked why the guy was filling in the hole and the con artist gave some BS excuse.

    The banks did eventually give the con artist a loan, the casino was built and promptly went bankrupt.

    In case you're wondering, the con artist brags about this event in the first book he wrote. The one not in any way written by a ghost writer.

  • https://www.tesla.com/semi?red... [tesla.com]

    That's it. I have no further insight into this topic. Go join in with the pro/anti Musk war that is building up as we speak. Get plenty of popcorn.

    • Follow the link.. Tesla requires $20,000 to reserve a Semi, Nikola requires $0 to reserve a Semi. Guess who has more reservations. Guess who I trust to deliver first.
  • by skaralic ( 676433 ) on Wednesday June 17, 2020 @06:15PM (#60195158)
    I have to say it - "Nikola" is a dumb-ass name for a car company. Yes, I'm from the same region as Nikola Tesla...
    • Re:Horrible name (Score:4, Insightful)

      by NateFromMich ( 6359610 ) on Wednesday June 17, 2020 @07:27PM (#60195346)

      I have to say it - "Nikola" is a dumb-ass name for a car company. Yes, I'm from the same region as Nikola Tesla...

      It's even dumber when you consider that Tesla is already an established manufacturer. It would be like creating new company called Henry to compete with Ford.

      • Comment removed based on user account deletion
      • i'd guess they were trying to profit from some "reflected glory" of the Tesla name to make it a competition between "Nikola" and "Tesla" to encourage the social media idiots to manufacture a "war" between the two purely for free advertising.
  • by 140Mandak262Jamuna ( 970587 ) on Wednesday June 17, 2020 @06:30PM (#60195196) Journal
    Hydrogen can be made from renewable sources of course, but the fact remains, 99% of the hydrogen is derived from fossil fuels today. There is no viable path to make renewable hydrogen technology take off.

    Battery technology is riding on the back of cellphone, laptop and other mobile computer users who are willing to pay more than 500 $/kWh.Their demand for lighter smaller batteries seems to be insatiable and they have created a huge several billion dollar worth market. The profits from that sector is driving the battery technology in its own Moore's law. Energy density doubling, prices halving every seven years.

    That profitable sector is the key. All competition to Li-Ion batteries are experimental projects with much smaller funding. Coming to hydrogen, renewable hydrogen needs to become cheaper than fossil fuel hydrogen for it to become economically viable. There is no path for that.

    Batteries on the other hand are displacing fossil fuels in expensive luxury cars, peak load electric power plants, already. That will reduce the price of fossil fuels even more and the green washed hydrogen will be even more cheap.

    • by v1 ( 525388 )

      Both hydrogen and batteries are just different ways to store energy. Both can be "recharged" electrically. Hydrogen can be made by cracking water, using electricity, from whatever source you'd use to charge the battery.

      You can get hydrogen directly from fossil fuels though, that being a non-renewable resource isn't sustainable in the long-term. Although it's handy when you have it because it takes less energy to get out of petroleum than it would to crack the water. There, you're converting the form of

      • by green1 ( 322787 ) on Wednesday June 17, 2020 @07:39PM (#60195408)

        Yes, and currently battery technology wins on those tradeoffs, AND is improving by the day, hydrogen meanwhile is worse in almost every way, and has been stagnant for years.

        Batteries are cheaper, can release more power faster, are far safer, and can be recharged anywhere. Hydrogen meanwhile is extremely dangerous, very costly, requires whole new infrastructure that doesn't exist and would be expensive to build, and takes more than twice as much electric input for the same electric output.

        Additionally, despite years of hype, fueling times for hydrogen aren't dramatically faster than electric fast-chargers, and the range of the vehicles isn't much (if any) more once charged.

        Hydrogen was surpassed by battery technology several decades ago, it's time we put it out of its misery.

        • Batteries are cheaper, can release more power faster, are far safer,

          I would say that hydrogen can release more power faster and that is why it's most definitely not safer. Now don't give me flim-flam about useful power!

      • Electricity --> electrolysis losses --> storage, transportation losses --> fuel cell conversion losses --> joules turning the wheels, is not competitive with electricity -->grid transmission losses -> battery charge-discharge losses is less. Li Ion round trip efficiency is 90%. Grid transmission is 90% efficient. So it is getting increasingly difficult for hydrogen to compete. Fuel cells are far more complex than li-ion cells. Prices are falling for the battery cells and they are just gett
    • I'd expect once renewables are producing far more energy than can be used, some will be directed to making hydrogen but i doubt it'll ever be as cheap as a BEV to fill up at the end of the day.
  • For example, Nikola is currently at $64. If one compares, say, a Jan 21 '22 $25-30 PUT spread, the strikes are $4,50 x 100 apart, for a spread that has a max payout of $5 x 100. E.g. the market thinks that by Jan 21 '22, there's 90% odds that Nikola will be under $25, e.g. less than 2/5ths of its current value. It doesn't get much prettier down from there.

    Most of the market thinks that this company is a scam. But that hasn't stopped others from dumping in cash at ridiculous valuations.

  • Another Tesla killer who seems to be little more than a paper tiger. Can you say Dyson was here?
  • ...if Theranos built a truck it would be this.

  • Par for the course?

  • Marketeers gonna Market! Anything you can say that makes the product sound good ... is worth the risk of being called out later on for lying in your teeth.
    Vehicle manufacturers, Cheese makers, Beer makers, Politicians ... doesn't matter who's marketing/advertising you examine, there will be lies in the content.
    Hey, look over there, shiny thing!

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