i think we're seeing the o e ms being extremely responsive, most that i've seen in my time in industry. But it's not an easy thing for them to move that fast. You end up with this sort of innovators dilemma problem. Splitting off a whole new business essentiallys like, you know, you're not really competing against yourself. But in a way, you are, because you've essentially got this new production method. And at some point it takes out whatwhat you're doing. I mean, you need to decide when the shift is. And i think they will be forced to. They're forced to do a lot of things that i don't believe they
Arrival is a fascinating company on the brink of putting its bold vision of "microfactory"-made vans, busses and ridehailing vehicles into production. President Avinash Rugoobur joins the show to explain how its 10,000 unit/year microfactories upend the established rules of automaking, how the products enable these dramatic changes and where the whole thing is headed.