‘Fork in the road’: CEO of Amazon-backed Rivian on why carmakers need to invest in EVs
THE SO WHAT
Rivian’s warning that ICE-focused carmakers will be “woefully behind” by decade’s end is less rhetoric and more a timeline — the EV capex window is closing. Fleet operators and suppliers should lock in their own EV transition assumptions now, before OEM strategy divergence constrains options and pricing.
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