The Wisdom Wall

“we just felt and continue to feel very strongly around creating a consistent, fully integrated digital experience where you're not jumping between apps, let's say from like a CarPlay app back to the vehicle app, and it's, it's quite jarring when you don't have, let's say, vehicle level controls when you're in the…”

“when you're producing less than 50,000 units a year, the engineering fixed cost and the operational fixed cost to run that is very high, so it's a structural cost challenge. But you reach an inflection. Well, just to run an engineering team to engineer all that content, but it's only finding its way into, you know, a…”

“There's been a number of EV launches from Existing manufacturers that haven't gone that well, and I think we get the causality backwards. We say, oh, it's because customers aren't ready to buy EVs. And I say, well, no, it's because the EV is not that compelling.”

“There's a true cost advantage to running electric vans for delivery. So the, you know, when you think about a delivery van, it spends a lot of its time sitting still. And so not having an engine idle, not having the same service, uh, frequency and all the engine maintenance and repairs, oil changes, Brake replacements,…”

“there's a certain move fast and break things mindset. And that's great for technology. It's great for pushing boundaries, but it's very different than the skills and the cultural mindset you need to run stable operations where, uh, let's say if you're running a manufacturing plant, you need repeatability, you need a…”

“one of the things that makes starting a car company so difficult is you need, ah, you know, a lot of, a lot of hard to obtain things all at the same time. So you need billions of dollars of capital, you need a team of thousands of engineers, you need hundreds of suppliers that would want to work with you and provide…”