Rivian And Lucid’s Growing Pains + Elon Musk’s $30 Billion Payday

Summer is hot, and so are the tariffs and supply chain hang-ups, baby! Patrick and Tim discuss how the unique challenges facing EV upstarts Lucid, Rivian and Slate in the Trumpian era of tariffs. They then preview Ford’s big announcement set for Monday in Louisville, where the automaker is supposed to show off a new EV and EV platform combo described as a “Model T moment.” Finally, is Elon Musk worth $30 billion just to stay “focused” on Tesla? Our hosts dig in.

Further reading: Rivian, Lucid, and Slate Face a Tough Road Ahead, What’s Going on with Lucid Gravity Production?, Ford to Unveil its “Model T Moment” on August 11th, Tesla’s $243M Autopilot Crash Verdict, A Chevy Silverado EV goes over 1000 Miles on a Single Charge, Volvo Sales are Spiraling.

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