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    Alex Potter • Piper Sandler & Co.

    Alex Potter's questions to Carvana Co (CVNA) leadership

    Alex Potter's questions to Carvana Co (CVNA) leadership • Q1 2025

    Question

    Alex Potter asked how Carvana's unit economics might change as it potentially expands into lower-priced, older vehicles to achieve its long-term volume target of 3 million units.

    Answer

    CEO Ernie Garcia responded that the company does not necessarily need to significantly alter its vehicle mix to reach its 3 million unit goal. He explained that the current market for cars less than 10 years old is vast, and Carvana's current product distribution is already broad. He believes there is ample opportunity to grow within its existing segments across the franchise, independent, and private-party markets without a required shift down-market.

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    Alex Potter's questions to Rivian Automotive Inc (RIVN) leadership

    Alex Potter's questions to Rivian Automotive Inc (RIVN) leadership • Q3 2024

    Question

    Alex Potter asked if Volkswagen's internal restructuring could impact the joint venture and whether the Connect+ subscription service is material enough for investors to model.

    Answer

    CEO RJ Scaringe positioned the JV as a key enabler of VW's efficiency goals, stating it provides a cost-effective path to advanced technology. Regarding Connect+, he explained it currently covers variable data costs and that the industry is still exploring the best model for monetizing future services, suggesting the value will ultimately be captured in the vehicle's price, whether upfront or via subscription.

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    Alex Potter's questions to Aspen Aerogels Inc (ASPN) leadership

    Alex Potter's questions to Aspen Aerogels Inc (ASPN) leadership • Q3 2024

    Question

    Alex Potter asked for an update on the ACC battery joint venture's ramp for the Stellantis and Mercedes-Benz platforms, potential revenue recognition timing for these late-2025 launches, and the approximate content per vehicle for the new Mercedes award.

    Answer

    CFO Ricardo Rodriguez confirmed that Aspen is planning for a second-half 2025 start of production for these platforms, which hedges against potential ramp-up risks, and that revenue recognition would also begin in H2 2025. He specified that the content per vehicle for the Mercedes platform is in line with other prismatic cell programs, around the $300 per vehicle range.

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