The chapter explores Rivian's substantial cash reserves, the injection of $4-5 billion for future growth, and its partnership with Volkswagen. It focuses on Volkswagen's interest in Rivian's software-defined vehicle architecture and the potential benefits for profitable car production in the long term.
2024 was a year of uncertainty for FedEx and the business of getting goods from A to B. Looking out to 2025, they expect shipping to pick up again.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Rivian and Volkswagen’s partnership and why capital and scale are the name of the game in electric vehicles.
- FedEx’s year focusing on costs paying off, and what their outlook says about the general macro picture.
(15:24) Adam Ante, CFO of Paycor, walks Ricky Mulvey through how the company fits into the landscape of payroll and HR software and the investment thesis behind naming an NFL Stadium.
Companies discussed: RIVN, VWAPY, FDX, PYCR, PAYC
Host: Dylan Lewis
Guests: Asit Sharma, Adam Ante, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
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