You can't leave the house here in Portland, Oregon without seeing one. I think Rivian is doing a good job of getting that customer that's burnt out on Tesla. The cool thing about being at South by Southwest was hanging out with the folks from Daimler Trucks who have had electric semi trucks for two years and they're making them there.
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.