AJ
@alojoh · Aug 10, 2025
Updated for Tesla, Rivian, Lucid, and Ford EV Q2 2025.
Key observations:
1. The EV business s*cks.
2. Only Tesla manages to generate positive free cash flow.
3. Ex Tesla, the shown companies accrued $88 billion in cash burn (net negative cumulative free cash flow).
4. In terms of cash burn, Rivian is the most underperforming EV maker: nobody has accrued a higher cash burn, not nearly.
My ...
Elon Musk
@elonmusk
This is harder than it looks
08:50 AM · August 10, 2025 · 99.4K views
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