Rivian is trying to build a new factory in Georgia as an existing factory has technically three products. The next platform is of course important, but if you don't nail the existing product, you're going to get into a really bad place. I'm hopeful for Rivian, but right now it just seems like a lot of confusion about what people are working on," he said.
Ed, Kirsten and Alex recently attended the South By Southwest festival, and though the event itself is recovering nicely from the pandemic, the tech sector presence is remarkably dialed back. This is especially noticeable in mobility tech, where the almost nonexistent presence of big future-focused vehicle and technology plays reflects broader challenges in the sector. The gang breaks down some of these issues and the possible roads ahead in another classic discussion episode.