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$RIVN $TSLA In early 2026 Rivian will release Rivian Unified Intelligence. The system is multimodal and supports multiple large language models. It will handle different data types, such as text, voice, and vehicle sensor data. This is Rivian equivalent of Tesla Grok, and it was built in house.

15,252 просмотров • 7 месяцев назад •via X (Twitter)

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Doubling down on my $RIVN Investment! Here are all the reasons why: • Founder RJ (RJ Scaringe), an MIT grad, is brilliant, hands-on, and laser-focused on Rivian (not building 7 different companies) • Rivian is the ONLY other company (besides $TSLA) that has already built a full EV stack: - cutting-edge software - top-tier manufacturing - in-house battery tech - in-house electronics & FSD/AI hardware - in-house top-tier AI and full self driving team - in-house fast-charging network (similar to Tesla super chargers) • Rivian is the ONLY other company that is shipping an 8-camera surround view and powerful onboard computer for FSD in EVERY vehicle. They can collect enormous amounts of real-world video (2nd only to Tesla) to train their AI. Can’t believe no traditional car maker is doing this yet! • Rivian’s FSD/AI team is led by top talent making rapid progress on FSD using latest AI neural net techniques, similar to Tesla’s FSD v12+. • Rivian’s R1 Truck and SUV are both highly rated and loved by customers • Rivian’s Delivery van is a unique offering that is also loved by customers • Rivan’s R2 vehicle (to be launched in 2026) is intended to be high-volume and will likely be a great alternative to the Model Y and drive the company to profitability (note that it doesn't need to beat Model Y...the shift is from gas-cars to EVs). • Rivian’s $5.8B parnership with VW proves that Rivian is FAR ahead in software/tech/electronics than any other traditional car company (remember VW is the world’s largest car manufacturer and they still need Rivian’s help for EVs!) • Rivan’s ~$13 Billion market cap is RIDICULOUSLY LOW for a company that is as accomplished with real-world products that customers love. That said, there are RISKS with Rivian: • Scaling & production challenges could delay Rivian’s progress • They are still losing A LOT of money every quarter and if progress to profitability takes too long, they could run out of money and be forced to raise money at unfavorable terms. But if Rivian becomes a viable and profitable company, in say 5 years from now, producing 500K+ vehicles, it could easily have a $200 Billion valuation (less than 1/7th or 15% of $TSLA’s valuation TODAY!) That’s roughly a 1,500% potential upside, with just a 100% downside, making this bet well worth it for me, even if the probability of success is less than 50/50. So that's why I’m doubling down on $RIVN. 🚀

Hamid

93,818 просмотров • 1 год назад