Go for growth?, China cuts, and Drilling & Chilling
The Exchange
00:00
I Think the New Entry, a Rivian M Have the Highest Outside Potential
Rii: I think the new entrance being loosed a rivian m have the highest outside potential, just given they're starting from basically nothing. But i do think that the incumbents, being gan ford o, very specifl here in the us. Market, have huge opportunity of itis underestimated as they transition ther portfolios to e v. Rii: As you're looking at this, you could take a lot higher risk of iti the tenucos tisly going t have a lot higher reward.
Play episode from 35:25
Transcript
