Nikola Is a Misunderstood Story, Says RBC's Spak

The video discusses Nikola's business model, highlighting its focus on partnerships and hydrogen infrastructure, contrasting it with Tesla's vertical integration. It examines the implications of GM's investment in Nikola, noting minimal financial risk but potential reputational concerns. The video also covers Tesla's Battery Day, where ambitious goals were set for battery cost reduction and capacity expansion, though investor expectations were not fully met.

What financial risks did General Motors face in their investment in Nikola?

What expectations did investors have regarding Tesla's battery day, and how did it compare to the actual outcomes?

What challenges does the electric vehicle industry face in terms of battery capacity and technology?