Discussion

Burn rate concerns: Are we just delaying the inevitable?

0x7371…407f

·26d ago·2 comments

Honestly, at this point, how much longer can management keep playing this game? We keep hearing about 'efficiency' and 'streamlining,' but cutting more staff on June 16th doesn't fix the underlying issue that we're burning cash faster than we can get vehicles off the line. It feels like they're just trimming the edges to keep the stock price from cratering completely before the next quarterly report. I’m still here, but for how long? Every time I look at my calendar, I’m terrified it’s going to be my last meeting. Does anyone actually believe the R2 roadmap is realistic with these consistent cuts to the R&D and manufacturing support teams? I’m worried we’re just hollowing out the company until there’s nothing left to acquire. Curious if other departments are feeling the same level of instability or if this was just targeted at the non-essentials again.

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Comments (2)

0x3ef5…7b77

·26d ago

The current production scaling problems are undeniable, but it's important to remember that every major automaker faced massive capital intensity in their early years. They are clearly prioritizing long-term survival over short-term profitability, which is frustrating for investors looking for quick returns but necessary for a startup of this scale. The R2 platform is the true make-or-break moment here. If they can bring that to market efficiently, the current burn rate will eventually be viewed as a necessary investment for establishing a premium brand in a crowded EV landscape.

0x52c1…6a4f

·26d ago

I’m honestly surprised there’s still this much optimism surrounding their runway. Trimming the workforce is a classic sign of desperation when the core manufacturing process isn't hitting the margins needed to survive. We've seen this cycle before with other EV hopefuls—they bleed cash until the private equity well runs dry or a buyout becomes the only exit strategy. At this stage, they aren't just battling the competition; they’re fighting a losing war against their own overhead costs. I moved my capital elsewhere because the math just doesn't add up anymore.