RIVIAN UNDER TRUMP, GM EVS TURN A PROFIT & THE FASTEST-CHARGING EV - INSIDEEVS PODCAST EPISODE 9

EV Channels Review

This episode of the InsideEVs Podcast delves into the evolving EV landscape under potential new political administrations. Rivian CEO R.J. Scaringe expresses a surprisingly calm outlook on policy changes, emphasizing the long-term inevitability of EVs and advising rivals against slowing investment. The hosts highlight Rivian's strong product, exceptional efficiency, and future plans with the R2/R3, while acknowledging the 'valley of death' startup phase. The discussion contrasts this with legacy automakers like Stellantis, whose Jeep Wagoneer S receives early criticism for not feeling like a purpose-built EV. General Motors achieves a significant milestone by becoming variable profit positive on its EVs, driven by scale and shared platforms, despite headwinds from potential tariffs. The podcast also celebrates Lucid Motors' Gravity SUV, which boasts a class-leading 400 kW charging speed, capable of adding 200 miles of range in under 12 minutes, though charger availability remains a caveat. Tesla's autonomous factory vehicle movement is noted as a positive development. Overall, the episode underscores the rapid pace of EV development and the risks for companies that fail to adapt.