> This will not be a single company market. Exactly! Not only that, but "second movers" like Rivian have some advantages too. They don't have to build out thei

> This will not be a single company market. Exactly! Not only that, but "second movers" like Rivian have some advantages too. They don't have to build out their own charge network to support coast to coast travel. They don't have to invent their own charge standard because the industry one was limited to 50KW. That also have lots of intangible benefits. In the early days of Tesla, reviews focused heavily on range and the lack of charging. Rivian reviews have been able to focus more on the vehicle, since people are more accustomed to EVs now. I see far fewer "oh noes, where will a customer charge" stories in the vehicle's reviews. The challenges that are similar are all around scaling the business. Launching a car company is hard. Rivian is exceptionally well capitalized, though.