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Rivian: Charging Ahead with Electric Vans
Rivian should pivot away from the saturated consumer EV market and focus on dominating the electric delivery van (EDV) sector, leveraging its Amazon contract and industry-leading EDV software while potentially offloading its consumer EV division to Volkswagen.
SpaceX: Venturing Over Uncharted Waters
Embarking on a bold new frontier, SpaceX's Starship is set to not just conquer space but to redefine global transportation. With its groundbreaking capabilities, it promises a future where shipping is faster, more efficient, and unimaginably scalable - ushering in a new era of economic and logistical transformation.
Amazon & Tesla: Driving in the Amazon of Competition
With rapidly eroding margins due to rising shipping costs, Amazon’s innovative solution to cost-cutting lies with an investment in Tesla’s self-driving electric trucks
Alibaba: Failure to Deliver
Alibaba needs to look ofine and secure transportation assets to grow into new markets.