$RIVN has been on the front pages of newspapers over the past couple of days as journalists report the production issues that the company faces in building out their vehicles.

At the same time, other companies like $ARVL $LCID, and so on have also experienced growing pains and investors are getting pessimistic with them as well.

$FSR and $NKLA stand out because their business model mostly relies on outsourcing the capex heavy activities to other manufacturers like $MGA and $CNHI. Plus, Nikola Motors already delivered the first-ever electric truck.

$GGPI had their SuperBowl commercial and I wouldn't be surprised if many people ordered a Polestar vehicle (or at least considered buying one) after watching the big game.

I do have confidence that Rivian and Lucid will make it through the growing pains because there's already immense demand for their vehicles from wealthy individuals. As for both Rivian and Arrival, they both have a ton of orders from B2B customers.

With the abundance of capital in this market, many investors have more tolerance for growing pains. Also, many on Wall St. are willing to inject more capital into these startups as a way to get them ready to capitalize on the high car prices ASAP. The chip shortage does stand in the way of commercialization, and I have confidence that things will get better on that end.

$TSLA might be dominating today, but in the future, their competitors will provide a ton of competitive pressure on them. Maybe Jim Cramer will be wrong and Rivian does become the next Tesla.