Jack Crivici-Kramer

But Jack, that factory will only have enough money to be built...

if enough people buy this R2 car.

Which leads to the huge takeaway.

So Jack, what's the takeaway for our buddies over at Rivian?

This R2 will either be Rivian's Model 3 or it will be Rivian's DeLorean.

Yetis, the CEO of Rivian, RJ Scaringe, said last week that this car, this R2, it was a make or break product.

Well, 10 years ago, Tesla had their make or break moment.

For Tesla, it was the launch of the Model 3, their first mass market car.

Yes, their first real affordable electric car.

Elon called that Model 3 launch manufacturing hell though.

He had to sleep on the factory floor just to make it happen.

Why would he sleep on the factory floor?

Because Tesla was unprofitable.

It was running out of money.

He needed cars to roll off the assembly line that he could sell as soon as possible.

Well, 10 years later, Rivian is now going through the same manufacturing hell.

They must succeed with the R2 or they'll run out of money.

And the run out of money scenario?

That reminds us of the DeLorean from the 1980s.

Yeah, the DeLorean, the car made famous by Back to the Future.