$Tesla Motors(TSLA)$ I love $Rivian Automotive, Inc.(RIVN)$ to be honest and wish them well, but the cash burn and dilution is going to make it hard for them to survive.
$General Motors(GM)$ and $Ford(F)$ balance sheets are over-leveraged by comparison too and may have to stop competing with Tesla because it's too expensive to compete.
The market will not tolerate them selling shares to finance anything like Tesla can. Tesla is still considered tech while the others are all legacy auto so Tesla can really get away with angles of financing that the other autos have no chance at obtaining.
Tesla had cash burn for a decade, even with carbon credits all to itself
Tesla is considered tech but the deliveries are the backbone
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