Rivian’s Languorous Manufacturing Pace

[SpaceDoc]

An EV van serves the purpose of helping companies go more carbon neutral, so once Amazon get's their fleet, I could see a large market for a EV delivery van. If the TCO is favorable, a van may sell even better than their truck (especially if they are producing more of the vans to drive the cost down with the economies of scale).

An EV delivery van??

You mean like this one… https://www.ford.com/commercial-trucks/e-transit/2022/

I want to do a camper van conversion on one of these. ?

Sponsored

 

[rr6013]

The thing that blows me away is how poorly investment magazines cover this.

It would be less annoying if they were just “EV companies are high risk, keep away”, but they are steering people away from the least risky towards the most risky EV companies.

I understand the argument that Tesla is risky. But Rivian and Lucid are far more likely to crash. The seeming logic is they will be the next Tesla, but they‘d need a time machine to do that.

Once you live and breathe high finance rarified air, perspective and seat on the exchange, the logic pieces lock-snap into the WallSt machine.

These cats are more than making money - creating wealth. They are super regulated, super safety netted and as long as equities are going up or down the Street is making money to the good.

All major invest magazines are in NYC where the money is made. Tesla doesn’t make money. It makes EV’s, then makes money the olde way - itvearns it.

Lucid isn’t like Tesla. Lucid, like WallSt is making money - creating a wealth machine. EV’s are not even a product it sells yet. Obviously, its on terms with magazines Tesla isn’t.