Charging Network Profitability
RJ discusses the profitability of charging networks, emphasizing that a small number of dominant players are likely to emerge in the coming years. He highlights the challenges faced by third-party networks, such as poor uptime and payment issues. Julia raises important questions about the sustainability of EV batteries and the reliance on China for materials, prompting a discussion on energy independence in the supply chain.In this clip
From this podcast
Decoder with Nilay Patel
Rivian CEO RJ Scaringe on ramping up R1T production and competing with the Cybertruck
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