Pinion has entered the motor domain, complete with battery tech, controllers, firmware, etc. To me that's the big jump, especially for a small outfit like Pinion. They do know internal gears all right, but L-ion battery certification is steep in the States and well as a needed solid support network, all very capital intensive, and all of which will take time compared to other countries riding on the EU consortium.
It would be so much easier for Bosch to do us a solid and start sporting gears on their motors. They must be thinking about it,
dabbling with internal geared hubs (3X3 in this case) and Gates setups, and they have no transmission legacy to protect like Shimano and SRAM. For those who can't wait, lot's of us must still wait.