A man named Gary Black thinks some people who invest in Tesla don't understand why another car company, Volkswagen, is giving a lot of money to a new electric car company called Rivian. He says that this money will help Rivian make more cars and be better than Tesla in some ways. Even though many people think Tesla has the best software for electric cars, Gary Black thinks Rivian can catch up with their help from Volkswagen. He also believes that the price of Rivian's stock could go up a lot because it is still cheap compared to how much money they will make in the future. Read from source...

- The author of the article seems to have a strong bias towards Tesla and Rivian's competitors, which could influence his interpretation of the rationale behind VW's investment in Rivian. For example, he uses terms like "despise" and "don't appear to get", which imply a negative attitude towards those who question or disagree with his perspective.
- The author also makes several assumptions and generalizations that are not supported by evidence or data. For instance, he claims that Rivian's software is inferior to Tesla's without providing any comparative analysis or examples of how this could affect their competitive advantage in the market. He also assumes that VW's investment will automatically expand Rivian's total addressable market and provide them with a strong equity stake, without considering potential risks or challenges that could arise from such a partnership.
- Additionally, the author relies heavily on the opinions of Tesla bull Gary Black, who has a vested interest in promoting Tesla's success and downplaying Rivian's prospects. This could further skew his interpretation of the rationale behind VW's investment and create a confirmation bias that reinforces his existing beliefs about Tesla and Rivian.
- The author also fails to address some of the key factors that could influence the success or failure of both companies, such as consumer preferences, technological innovations, regulatory environment, supply chain issues, etc. He seems to focus primarily on the financial aspects of their business models, without considering the broader implications for their long-term growth and sustainability in the EV industry.

### Final answer: AI thinks that the article is biased, unsubstantiated, and incomplete in its analysis of VW's investment in Rivian. He suggests looking for alternative sources of information that provide a more balanced and objective perspective on this topic.

Bullish
Analysis: The article discusses the investment made by Volkswagen in Rivian and how it could benefit both companies. Gary Black, a Tesla bull, argues that some Tesla investors do not understand the rationale behind VW's investment. He believes that this move could expand Rivian's market share and provide VW with a significant equity stake in the EV industry. The article also mentions that Black expects Rivian's stock price to increase to $22 per share if it trades at a 4.0x FY'24 EV/Rev multiple.

- Volkswagen's $5 billion investment in Rivian could expand the latter's total addressable market and provide VW with a substantial equity stake in the EV industry's second-best brand. This is a positive factor for both companies, as it could boost their competitive advantage and profitability in the long term. However, there are also risks involved, such as regulatory hurdles, technical challenges, market fluctuations, and potential disputes between the partners. Therefore, investors should carefully consider these factors before making any decisions based on this information.