electric truck product positioning / fsd competitiveness / ev depreciation
"I view Rivian bullishly — its in-house AI assistant, custom on‑vehicle processor and an Uber R2 robo‑taxi tie-up position it as a frontrunner for local (edge) inference in cars and a direct beneficiary of the shift from cloud to on‑device AI."
"I'm bearish on Rivian as a consumer choice versus Tesla because the hosts argued that Rivian's truck/product positioning and EV stack don't justify choosing it over Tesla for an expensive electric truck."