The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Scaringe: Rivian has sufficient capital to reach positive free cash flow
“That's not only enough capital to launch R two and normal, but it's enough capital to launch our second R two plant in Georgia and take us through positive free cashflow.”
Scaringe: AI's massive energy demand will drive reinvestment in nuclear power
“I do think nuclear is gonna play a role, and you joked about it, but with the growth of AI and the energy needs for that, there's going to be, I think, reinvestment in that technology.”
Scaringe: Automakers retreating from EVs will be severely challenged by 2030
“In the long term you know, car companies that back off their electrification strategies are going to find them, find themselves in a really challenged position as it gets out to 20, 30 and beyond where the pure play folks like us or Tesla, Have had no other ch…”
Scaringe: Porsches and Audis will run Rivian computers and software within years
“If you're driving a Porsche or an Audi a few years from now, it will have Rivian computers in it. And those Rivian computers will be running Rivian software, but the way it drives the, what it looks like on the screen, internal combustion versus electric. Yeah…”