Alex Roy: Ford left $2 billion on the table because of operational efficiencies. This is a company that's almost 120 years old. So Rivian has and other companies like it cannot fuck around. Kirsten Coracek: Elon Musk, if you didn't pay eight bucks for Blue Checkmark, you couldn't vote in polls. How do you feel about this friends?
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.