Rivian
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 10, 2024 by Marty Cagan · said 5 times in 4 episodes since 2023 · across every show →
Mentions by year
brought up most by Tomer Cohen (2), Lenny Rachitsky (2), Christopher Lochhead (1)
tap a year for its mentions
2025 3 mentions in 2 episodes 2 per episode
2024 1 mention in 1 episode
Everything said about Rivian, oldest first
Mar 10, 2024 bullish
Cagan: Rivian Is the 'Airbnb of Car Companies' Due to Design-Led Leadership
“I recently got a Rivian, which is amazing that they did an absolutely beautiful job. You know, they're kind of the Airbnb of car companies because the founder is a designer and it is just imagine if a designer designed the next generation car, it's a phenomena…”
Mar 8, 2026 bearish
Younis: Chinese EV makers appear superior only because they disregard profits
“So we say, look how amazing these Chinese EV companies are and look how bad the home team is. It's just because the home team is being assessed for being a business. It has to make profits. And because it doesn't, it gets hammered by public investors. The othe…”