Disclaimer/声明：作者持有该股仓位，而且计划增加持有，看法和描述极有可能缺乏客观性
https://www.youtube.com/watch?v=eQs1w5P5gF8
- Original Video was recorded on 9/10/2020, a Cowen investor presentation
- Slides用的是2020/08的Investor Presentation
- Post-SUV, for urben area
- Difference vs similar platforms - old OEM and new Rivan/Arabian, Arrival, 4:36
- Fully integrated, 6:23
- True steer by wire, so small footprint but large internal space and easy for autonomous driving in future
- Suspension mounted and lower profile
- Battery on frame
- What in house and what out source, 10:32
- Cell battery 21700 from out,
- Other all in house like battery module, battery management system, thermal management, frame and suspension, motar, inverter, power train
- Battery efficiency, 11:30
- 80 KWH, 250 Miles, 11:37
- 250 miles by EPA (us strict standard), Europe WLTP and Chinese numbers are higher
- Partnership with Hyundai
- Concept service for Hyundai, no timeframe for an announcement.
- Seven? or several OEM partnership in pipeline, 15:55
- Last-mile delivery market
- Autonomous driving:
- Ready for L2, and good for L3 and L4 in future, like sensor space
- 21:10, LIDAR expensive and power consumption
- Next steps:
- Gamma testing, 100+ vehicle for final testing and adjustment. 1 year from today
- 27:46: Lyft/Uber 2030 only allows EV for biz
- 29:00: opportunities for service providers like walmart
- Before year-end 2020, some annoucement of partnership.
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