$RIVN Rivian Tape Reports
Per Ticker.id: $RIVN Rivian Tape Reports — 22 podcast mentions across 9 podcasts (30 days), latest 2026-08-21 15:21 UTC.
Well, you know, if they're willing to sacrifice a little bit of the revenue run rate or a little bit of the valuation, maybe they should think about spinning some of those businesses off instead of just killing them outright or taking on too many. Uh, and that brings us to our first deal of the week, which is Also— still hate that name— also the, the micromobility company that was spun out of Rivian last year.
Sean O'Kane — Equity · The DOJ is investigating a16z. What does this mean for venture capital? · 2026-08-21Yeah. So I wish I had it right in front of me. I'm going to try and multitask and do this at the exact same time. But they used to describe themselves as a micromobility company, a Silicon Valley-based micromobility company, and they were creating two products, right? A two-wheeler pedal-assist bike for consumers and something more on the commercial side, which was like a quad cargo. They struck a deal with Amazon. This was going to be used for delivery. And now they are calling or describing themselves as an autonomy-ready vehicle technology platform builder. So a little bit different. Than micromobility. And basically, I think that this is where this funding is going based on my conversations with folks over there. And really what this is also tied to is this deal that they struck earlier this year when they raised their last batch of money or closed on that, which was a deal with DoorDash. And so to me, the question is, when also spun out of Rivian, And this is a question I don't have an answer for, so maybe one of you two will know the answer, is they talked a lot about how Aliso is going to be able to leverage the technology of Rivian. And what I don't understand is why aren't they using Rivian's autonomy stack, which has been in development, and instead seem to be maybe developing their own tech, which is prompting the need to raise more capital. At least that's how it appears. So I'm a little bit puzzled by that, but also is now an autonomous vehicle technology development platform company.
Kirsten Korosec — Equity · The DOJ is investigating a16z. What does this mean for venture capital? · 2026-08-21Yeah, I'm mostly just curious about, you know, yeah, where this puts Rivian in terms of like Seemed like it went through this kind of period of just frantically spinning out all of these companies. And luckily the CEO of Rivian will be coming to Disrupt, so we can maybe get some answers to that. In the meantime, we do have a couple of other deals we at least wanted to touch on. One is about Uber and Zipline and basically Uber starting to incorporate more drones into its deliveries.
Anthony Ha — Equity · The DOJ is investigating a16z. What does this mean for venture capital? · 2026-08-21Reminiscent of the dot-com era in the late '90s when anything connected with the internet was beloved until the market was flooded with excess supply. The whole group collapsed in the year 2000. I'm going to give you a really concrete example from 2020. It's a company called Quantum Space. Quantum Space, which in retrospect was basically a science experiment. Looking to develop better battery technology for electric vehicles. Anyone can develop better, more efficient batteries with the ability to charge very quickly and you can make a killing even in a world where electric cars have lost some of their luster. But QuantumScape was a long way from having anything they could actually commercialize and they could sell. Even 4 years later, these guys still didn't have any meaningful revenue. Back in 2020 and early 2021, Wall Street was still giving the benefit of the doubt to anything connected to electric vehicles. QuantumScape came public via a SPAC deal. And you have to be— you remember, you have to be really skeptical of those. And when that merger was announced, the SPAC it was merging with saw its stock more than double in just 2 trading sessions, putting it in the 20s. Now, during this initial period of maximum hype, the stock— I know this will be crazy, but stock shot up to nearly $132. And that's where it peaked in December 2020. Then we started seeing short sellers come out of the woodwork arguing it was a scam. Scam. And Wall Street gradually lost interest in companies with zero profitability, let alone super speculative names like QuantumScape. No revenue. In the end, the stock got obliterated by late 2022, was in single digits, has only been able to bounce above those levels at times thanks to what I regard as an occasional short squeeze. And look, QuantumScape's hardly alone. Don't mean to pick on it. All sorts of electric vehicle plays that came public during the IPO frenzy of 2021 got crushed. Rivian, although it ended up coming that, but Lucid, Nikola, Canoo, The Lion Electric, Lightning Motors, Lordstown Motors, Faraday Future, Intelligent Electrics, all saw their stocks plunge more than 90% from peak to trough. Many, like Nikola, turned out to be— well, had some fraudulence. Their founder and CEO was even sentenced to prison. Again, though, we had roughly 600 companies come public just in 2021.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/19/26 · 2026-08-19Wow, wow, absolutely. I think, well, the overcapacity has been a kind of like, well, It's been chronic in the Chinese economy, especially for manufacturing in many ways. And I think one of the key, like, factors driving this is this combination between, or linkage between, private capital and local governments because, well, it happened well before in steel and also in many other sectors, but in, like, automotive industry, What really happened was that, well, actually in the 2010s, the Chinese government will— I think a lot of people in the industry will believe that is one of the key turning points for the Chinese EV sector. They somehow in 2014 and 2015, well, if you remember in the peak of like shuangchuan, like mass entrepreneurship and innovation, like da zhuangchuan ye wan zhuangchuan xing, the Chinese government will lift this restriction for like not only private capital but also for private startups to start building cars. So that's why, well, you see in China there's not only, well, those companies that you can see today like NIO, like XPeng, like Li Auto, those were xīngshì lǐ, what Chinese people will call, but also a bunch of like companies that are now bankrupt. There are like, I actually did a count for another paper I'm writing, there are like 60 or 70 EV startups in China after 2015. That's crazy. Like, well, when you are talking about that in the US, well, you only have like Tesla, Rivian, Lucid, maybe Fisker. That's it, right? Maybe like 5 or 6 of them, right? But in China, you have like 60 of them. So many of them will, of course, will, uh, were like purely, well, started by private capital or private company, but, but Those were not very successful because they ran out of cash very early on. Some of them will try to establish, well, kind of like joint ventures with local governments, but well, they also ran out of cash from very early on. So the kind of like companies that sustained was those type of companies that can raise capital not only from their own founders, not only from the local governments but also from, well, for example, corporate venture capitals.
Fengming Lu — ChinaTalk · The Rise of China’s Electric Vehicle Industry · 2026-08-17