I noticed the comment about Range Rover. I have a new Defender and have received 3 OTA updates which addressed everything from infotainment to chassis, engine and transmission updates - basically the full stack. I was impressed.
"How is Ferrari, for instance, going to bring about a competitive autonomous software if it only puts around 14,000 cars a year on the road?"
Well Ferrari is an experience and Luxury. It is made to feel. It will never be autonomous because their buyers would love to manually drive and feel
"The new enduro engine is simpler and uses fewer semiconductors, thus helping to minimize dependencies."
- There is no guarantee that there will be no more chip additions to Enduro. Although Bosch has been adding more chips, and despite the chip shortage, reducing the number of chips does not necessarily create an edge. The key lies in how we utilize the chips. Do you have any data to compare the number of chips used by Tesla?
Another excellent read Antonio. I have a small position here because I sense that after Tesla this has the best chance of becoming the next dominant EV player.
Can’t wait to learn more about the R2 platform. What did you think of their latest big capital raise that hit the stock so hard? Clearly it spooked the market. How much more time does it give the company? And what is your take on the big new factory they plan to build in GA?
I like the article subbed and shared. I would say there is a 'huge' question mark over Rivian's autonomous growth ability. Especially being tied in to Mobileye for a while yet, while Tesla have just changed gears on training compute. I think Rivian may go bankrupt trying the close the gap on autonomy, instead I think licensing FSD from Tesla is more likely, maybe even one of the first to do so.