Part 7/8:
Amidst positive developments, challenges still loom, particularly concerning the competitiveness of Tesla versus traditional automakers. Rivian's recent agreement with the UAW aimed at easing the unionization of its workforce presents an intriguing dynamic, especially as Rivian aims to ramp up production and profitability.
Dylan contrasted Rivian's situation with Honda's upcoming EV prototypes, which are set to debut at CES 2025, showcasing the readiness of traditional manufacturers to pivot to electric models.