It's clear the man knows his market, customer, technology, and business, and is bright and dedicated. Good man.
But to succeed he needs to scale, and for that he needs capital, and for that he needs to have a team that can produce sustainable differentiation from Zero as the market leader.
He can't do it on battery technology. Zero has him there.
And Zero just leapfrogged him on the drive train, too: Regenerative braking is the other half of the range advantage of the 2011 Zero over the earlier models.
That leaves the frame.
Not much.