Rivian seems like the one that is going to have a lasting footprint. Much, much slower growth, but the How I Built This podcast episode with RJ Scaringe[0] convinced me that he's the real deal and all the things that people thought Musk was. Scaringe is an actual engineer and has plodded a careful, sustainable path for Rivian. We'll see how it works out, but I was pretty impressed by the interview.

[0] https://wondery.com/shows/how-i-built-this/episode/10386-riv...