sari

The world is moving to sustainable energy like electric cars, but there are two main constraints: affordability and volume

The key to making this work is that while there would be specific protocols for the various types of platforms we see today, there would then be many competing interface implementations of that protocol. The competition would come from those implementations. The lowered switching costs of moving from one implementation to another would create less ... See more

Warby Parker, Casper, and Bonobos led a wave of sweeping disruption for consumer brands in the early 2010s. There’s an exciting new brand for every product category from toothpaste to air conditioners.

What we do know is that investors are paying a multiple on sales that we have never before seen for a company of its size. Rivian may very well be “the next Tesla,” but that’s far from a certainty: a lot can happen in the coming years to derail or delay that trajectory.