(TSLA, RIVN) Survey Data

R2 vs. Model Y Among those interested in both the R2 and Model Y… 29% would prefer the model Y regardless of price 21% would only get the R2 if it was cheaper 19% said they would only consider the R2 if it was around the same price. 30% said they would pay...

(CVNA) Agentic AI: The New Car-Buying Concierge?

Survey data suggests AI-assisted shoppers behave very differently from the average car buyer. Across nearly 10,000 respondents and a focused subsample of 438 Carvana buyers, we asked a series of questions about the role AI chatbots play in everyday use, car-shopping...

Five Things To Like About Netflix…

Viewed the most as “spending time” as opposed to killing time. Positive feedback from SWA subs. Strong pricing power that is only getting stronger. Sentiment toward value has improved throughout increases. Churn considerations remain in check; trained...