Doug highlights that the potential disappearance of the EV tax credit poses a significant risk for Lucid, stating that 'they are doomed' without it, having lost their last competitive edge.
Discussing Rivian's prospects, it's noted that Volkswagen's substantial investment helps solidify Rivian's future, buoyed by access to critical intellectual property and software.
Lee emphasizes that Volkswagen stands as an unparalleled player in the automotive sector, possessing an extensive range of brands, making it unlikely for any other manufacturer to assist Lucid.
Doug suggests that Tesla may continue to thrive due to Elon Musk's advantageous relationship with the Trump administration, potentially securing benefits as others falter.
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