Group 1: Lucid Group Inc - Lucid Group has partnered with Uber and Nuro to deploy 20,000 autonomous SUVs by 2026, indicating strong ambition despite the long delivery timeline [2] - The partnership includes a $300 million investment from Uber, highlighting the potential for future growth, although current profits remain elusive [2] - Lucid is enhancing its luxury brand image by featuring Timothée Chalamet and supplying technology to Aston Martin [2] Group 2: Rivian Automotive Inc - Rivian is actively supplying thousands of electric delivery vans to Amazon, with the exclusivity clause now lapsed, allowing for new revenue opportunities [3] - The company has formed a $5.8 billion software joint venture with Volkswagen and a battery deal with LG, aiming for mass-market scale and technological strength [4] - Despite these strategic moves, Rivian is still experiencing significant cash burn [4] Group 3: Tesla Inc - Tesla delivered over 400,000 vehicles in the last quarter and is expanding its Supercharger network, maintaining a competitive edge [5] - The company's vertical integration and scale allow it to keep prices low and margins high, even as competition increases [5] - While competitors like Rivian and Lucid seek partnerships for survival, Tesla continues to operate independently and profitably [5]