It's a good article, and in part he's right; amateur hour is over. But where I differ in opinion, it's not that this upstarts are doing things wrong (ie Brammo and their big shows, girls etc), but it's because they are unknowns.
The general public with money to spend will spend it on electric bikes, but with someone they know and trust. In other words, established manufacturers. No one wants to buy a 15-30K electric motorcycle, and the a few months later the company goes belly up.
They'll stick to the likes of BMW, KTM and whoever else comes along. And of course there are always exceptions to the rule, like Zero (or Tesla in the car world). It's not that they are selling like hot cakes, but they tend to survive, and if they manage to hold it together for a decade or so, they will become the mainstream manufacturers. It's a question of money, and how long they can stick it out.
Looking at the figures, BMW and KTM are selling well. With the Frankfurt announcement this week, it's obvious that the big car manufacturers are also going more and more electric. That's because people prefer to buy an electric BMW, Audi, Nissan, etc that spend a lot of money on Tesla without any assurance that they'll still be there in a few years.
Yes, if cost can be brought down, like battery costs, then small startups have a better chance. That's why it works very well in China, where low cost operators manage to sell low powered scoots for dirt cheap.
Anyway, it's a good article.