Michael VanceInteresting panel/interview with the CEO of Rivian, RJ Scaringe, who speaks plainly about tariff impacts to supply chain for US manufacturers, constant whiplash from policy changes, the transient nature of the current administration's nutjob approach and capex planning, etc. Hope DeMuro's team does more of this, but even if you don't care about cars per se, still interesting from policy perspective. #cars #rivian #thiscarpod #dougdemuro
