Also investing in a troubled company directly before a quarterly report, when you can expect to see volatility, is just gambling.

Even if you’d want to do lump sum rather than DCA, with that kind of sum and a long term investment horizon you wait out the event.

Yeah the cast looks pretty solid, my only uncertainty in that regard is to what degree Denzel/Pedro Pascal disappear into their respective role vs me seeing them as these familiar actors. But that might be a subjective problem

Besides that any mention of Aftersun automatically gets an upvote from me, such a great movie and performance by Paul Mescal.

So a bit like how thematic ETFs are usually not a good investment, because they follow the hype and jump on the bandwagon at a point in time where prices have already run up?

In recent times? Probably to some degree, but not completely.

But I would argue that with stocks it isnt unusual for a small percentage to be the majority driver of gains. Even in smaller funds like the nasdaq100. This certainly holds true over the larger market see e.g. here.

I am sure there was a time where your sentence would have been equally true if you replace Nvidia with Tesla, Apple, Microsoft, Google and so on. At any one time it might depend on only one or a few companies, but those stocks will change and aren’t set in stone forever.

From my understanding, ist rivian Kind of a Truck company?

I think it’s split between delivery vans and SUVs. Amazon has a stake in them aswell. I think at some point they owned like 20%? Not sure how much they currently hold.

Software has to be the main draw. I am not sure how interested they are in the delivery vans, and one has to think that they have enough SUVs themself.

Thanks for digging this up.

It would make sense if at least the vans would make some profit, otherwise it looks like madness (kinda still does to me) to spend this much money on getting into an industry that is actually imo not that attractive.

Even with the switch from combustion to EV, car manufacturing is still a capital intensive and low margin business. And they don’t seem to go for the potential jackpot that is autonomous driving

I’d like to think that I have a reasonably decent understanding of economics for a laymen, but in this case I’m a bit stumped.

Seems to me that for 5 billion dollar (+however much VW spent on their own software) you should be able to develop a good operating system for your own cars. But I guess VW somehow failed and now would rather license Rivians through this joint venture?

Is a car OS really that expensive and complex to develop? Especially when android auto and Apple car play will do a lot of the heavy lifting for most people.

Even with losses of nearly $40,000 for every vehicle it delivers, Rivian has been on a steadier footing than other EV makers that have been forced to slash prices to stimulate demand or file for bankruptcy protection.

Rivian’s cash and short-term investments fell by about $1.5 billion in the first quarter to just under $8 billion.

Nearly 40k loss per vehicle? That seems insane. How has that company been going on until now? They also say that they even before this deal they had enough reserves to last until their next models release and things were moving up, but still that is seems like an absurd rate to burn cash.

I get that it sometimes makes sense for companies to burn through heaps of cash to scaley capture market share or drive out competition, but is the car manufacturing market at this point in time one where this play still makes any sense?

Google struggles with presenting a unified interface, design language, and overall experience across their scattered hardware platforms

Agreed, but that to me seems more of a conceptual and software issue, rather than the hardware side. Although the article makes it seem like the teams getting merged are also (at least partially) responsible for that:

Currently, all three teams operate separately, making standalone decisions on things like design, software, hardware engineering, etc.

However they also need to be more reliable to build an ecosystem that people buy into. It’s kind of a meme that in every google thread killedbygoogle.com gets mentioned, but there is truth behind it. Especially in the smart home space you really need to project long term support for people to buy into your product suite.

Very late to reply, but thanks for posting. I got the OP11, Pixel 7a and Pixel fold in the standard test. I might do the others at a later point.

Always fascinating to see how much the skin color and sweater colour can vary between pictures.

That sounds pretty useful. Is this “tool” just software that could also be rolled out to other pixels or is there something physically different on the hardware level?