[Our03z4]

Originally Posted by BlkGS

You're missing one other big thing. Demand. They might need to sell 200k R2s a year, but reality is, the market probably won't support that. Tesla will dramatically undercut them on price, has its own charging network, and you can have your new Tesla in a couple weeks, vs who knows when with the Rivian.

Rivian is doomed. Lucid is also doomed. The legacy automakers can't hardly sell these EVs, and they know how to build cars. Volume EVs aren't sold to be "nice" cars, they're sold to be cheap to operate, meaning the huge price advantage Tesla has is going to be nearly impossible to overcome. And if R2 is nearly the price of a Model Y, Tesla will just cut the price by another 5-10k lol.

Great post!