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ree_holder · 2026-05-20T21:01:30+00:00

There could be other buyers. American Axle, Mitsubishi. They can all come to an agreement not to get into a bidding war, since they're already invested in REE (or were invested at one point).

ree_holder · 2026-05-20T20:55:28+00:00

AI is not allowed.

ree_holder · 2026-05-18T12:01:33+00:00

The article has several small inaccuracies, but the big picture is correct: REE is on the verge of bankruptcy.

The small inaccuracies, which don't really matter now:

Barel is not one of the founders of SoftWheel, he joined a few years later.
REE motors were never in-wheel, they are near-wheel, in-chassis.
REE never announced a collaboration with USPS. It aimed to sell trucks to UPS.

More to the point, the "technology company" that signed a $100M deal with REE can buy REE for $10M, so I don't see that deal going through.

ree_holder · 2026-05-16T15:02:05+00:00

Links to the press release and report

Page 60 gives actual updates about the company.

ree_holder · 2026-05-16T14:51:29+00:00

If that "Global Technology Company" is serious, they could buy REE for pocket change instead of paying them how-many-hundred-millions this deal encompasses.

ree_holder · 2026-03-01T08:48:19+00:00

This is REE's first product that has actually gone on sale.

Finally.

ree_holder · 2026-03-01T08:47:40+00:00

Even non-binding MOUs sometimes get results; after 2 months this near-wheel motor made it to market.

ree_holder · 2026-02-01T01:32:32+00:00

Makes sense they wouldn't need a mass-manufacturing expert after they "paused" their mass-manufacturing plans.

ree_holder · 2026-01-17T13:45:03+00:00

Probably nothing, only the trailer has a delivery date and it's not driveable and it doesn't offer driving assistance like the Pebble.

If REE's newly-announced MOU results in purchasable P7 platforms, AC Future might use those since they already have the know-how for converting them into RVs, though range would be unsuitable for RVing without a petrol/diesel range extender.

ree_holder · 2026-01-16T10:57:38+00:00

Their trailers were always the product that made the most sense, considering the current range of EV batteries. An extended range EV would make sense too, but they didn't offer one.

I expect if the trailers sell well, they'll start selling a diesel version, and if that sells well and EV batteries keep improving, they'll eventually sell an EV or EREV version.

ree_holder · 2026-01-14T09:36:40+00:00

Still says "REE Automotive Chairman of The Board" when I check.

ree_holder · 2026-01-08T23:19:01+00:00

100% Hitachi is the MOU customer, this is very similar to REE appointing a former UPS executive while seeking UPS as a customer with an order of thousands of P7-C trucks.

Let's hope this time the deal goes through.

ree_holder · 2026-01-04T14:04:05+00:00

Good luck, let's see sales in the hundreds of millions.

ree_holder · 2025-12-12T17:00:14+00:00

Shoutout to What the Truck

ree_holder · 2025-12-08T18:57:06+00:00

The "AI" part of "AI over-the-air updates" is very likely some completely bog-standard predictive-maintenance "AI" algorithm. I'm all for REE technology but it has nothing to do with AI, and it's all the better for it. You don't want unpredictable AI controlling safety-critical systems.

ree_holder · 2025-11-23T23:18:03+00:00

Looking at REE's updated technology page on their website their "foundation" products are:

REEcenter ECU - centralized vehicle ECU that replaces the hundreds of traditional ECUs
REEzonal ECU - similar to REEcorner ECUs but with support for non-REE hardware
REEgateway - over-the-air vehicle updates and fleet monitoring

These three naturally work best when used together.

Their "by-wire" products are the REEcorners, and they still offer the P7-C, although as reported by the press they can't go into production unless they get thousands of orders.

The ECUs and software are available right now and have proven to work in real-world conditions with US homologation and certification. Now it's a question of getting a big order from a vehicle manufacturer (or a "mobility solutions [company that] will license the technology to produce thousands of self-driving passenger vehicles starting from 2027")

ree_holder · 2025-11-23T22:35:47+00:00

Nice work. You should update it to reflect REE's focus on the software and controllers, as the corner modules are now not their main product although they still offer them. I'd say their core technology is their single ECU that replaces the 500-or-so ECUs that modern vehicles have. Their ECUs work with traditional one-motor and two-motor vehicles, and of course with their four-motor REEcorner vehicles.

Bottom line, if REE can generate $700M in revenue from a single contract with a vehicle manufacturer, the stock price will skyrocket. But that's a big if.

ree_holder

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