Part 6/7:
The focus then transitions to Rivian, an intriguing player in the EV market. Randy expresses concerns regarding Rivian's management, questioning their profitability strategy and sales performance. However, Brian presents a glimmer of hope, mentioning that Rivian may soon see gross margin positivity due to improved production efficiencies. As they discuss Rivian's potential trajectory, the hosts emphasize the importance of the EV space's evolving nature and the challenges many companies face as they navigate towards sustainability and profitability.