Five years ago, electric vehicles were the talk of the market. But in the U.S., sales of electric vehicles are falling and competition is heating up. With that backdrop, Rivian has introduced the R2 and investors still think this will be a game-changer for the company. We discuss the vehicle and company’s prospects, whether autonomy will be a tailwind, and get to hidden gems on our watchlist in this episode.

Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Rivian’s R2 launch
- The decline of EVs in the U.S.
- Will autonomy be a value add for EV companies?
- Hidden gems in the EV market

Companies discussed: Rivian (RIVN), Tesla (TSLA), Quantumscape (QS), General Motors (GM), Lucid (LCID), Uber (UBER), NXP Semiconductors (NXPI).

Host: Travis Hoium
Guests: Lou Whiteman, Rachel Warren
Engineer: Dan Boyd

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