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Rivian

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 24, 2026 by Dan Sundheim · said 2 times in 1 episodes since 2026 · across every show →

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brought up most by Patrick O'Shaughnessy (2)

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2026 2 mentions in 1 episode

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Everything said about Rivian, oldest first

Feb 24, 2026 bearish
Insight
Sundheim: Automotive manufacturing is a bad, capital-intensive business to scale
“Autos are a bad business. It could be software autos, hardware autos. It is a bad business, and it's a really tough business to scale and very capital intensive.”
Dan Sundheim Feb 24, 2026 ▶ 50:44 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
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