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How don't compete directly?


No overlapping market segments. Rivian makes an SUV, pickup, and delivery van. Tesla makes none of those.


Is the tesla model X not an SUV?


No, that's a crossover. Someone in the market for a true SUV would not consider a vehicle like that.[1]

[1]: Yes, I recognize that this looks like a No True Scotsman assertion, but there are real differences here.


Wikipedia lists both the model X and Y as "crossover SUVs", though to my sedan-buying eyes the X looks like a standard SUV and the Y doesn't. Not sure what to say. Wikipedia says SUV, my eyes say SUV.


The need for the "crossover" qualifier says it all, IMO. It's a slightly taller station wagon, not something I'm going to take 10 miles down pock-marked forest roads.




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