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These companies are only surviving because of US protectionism. This tech is more expensive than then Chinese equivalent from 2-3 years ago (look at what Xiaomi or BYD released as their 2024 models).

These cars will not sell well outside of the US.

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While the software is indeed behind - e.g. Nio already had all of this in 2022/2023, and a much better UI, I'm sure the upcoming Rivian R2 and R3 would sell very well in Europe.

Europe will probably be the largest market where US EVs will try to compete with Chinese cars. BYD is already selling better spec’d models for less than this Rivian, and Xiaomi will enter the market late 2026.

I don’t see how Rivian can compete, either on price or features.

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