A truck without solid state batteries or lithium-sulfer and a good recharging network is just a glorified suburban commuting vehicle with terrible aerodynamics.

A truck without solid state batteries or lithium-sulfer and a good recharging network is just a glorified suburban commuting vehicle with terrible aerodynamics. Scaling is tough, it's what Tesla has done pretty well. I don't think these numbers are nuts if the numbers represent proper scaling and investment, people were freaking out about Tesla's losses, but if you looked at the production capacity investment it looked completely rational (although with those numbers the funding can be difficult). Roadster --> S --> X --> 3 --> Y and scaling production numbers all kept things plausible even if the absolute numbers seemed nuts. Now Lucid and Rivian need to navigate more uncertain fundraising conditions, but at a certain point they become, at a minimum, acquisition targets for the multitude of large automakers that dragged their feet on EVs like Fiat Chrysler, Toyota, etc, or as a foothold for the chinese EV makers. Why the Chinese haven't invaded the US market is puzzling. But they are coming.