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More and more are out there hauling freight and being sighted every day and there are pictures and videos that are increasingly showing up online. You have a better chance of seeing one if you're in one of our target launch geographies such as California. 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So that's an immediate difference between us and them. We're also one of the first truck OEMs in the market for Class 8 BEVs. We're likely to be the first OEM to commercialize Class 8 FCEVs. But in the long run, which we're really going to differentiate Nikola is energy infrastructure. 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Tesla was first to market, Rivian secured a contract w/ Amazon, Ford has the capacity to ramp production quickly. Nikola has...?", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:28:51.978+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41226188-007e-4f92-a8c9-35b90cfa7814", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "JOHN W. ASKED:", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:28:51.978+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36d5f513-29f2-48d9-945e-565fe82512a4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.49, "y": 0.29 }, "kind": "title", "text": "NIKOLA RESPONSE:", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:28:51.978+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9f16124-987f-4fe5-a5e1-eef3d4a0eba6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "6ad471d8-ed04-4cd9-89a0-56f61a0dd9b6", "evidence": "The slide explicitly frames a potential investor objection and provides a direct, structured response.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 12:28:51.978+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "preempt_rebuttal" } ], "arcBeats": [ { "to": 9, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 4, "name": "Need", "beatId": "8c9e37e9-6243-4f16-8c7d-436c6e77bad8", "matchId": "04a1f57a-556a-4ead-8899-71113f92b6c7", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "Preempting rebuttals and addressing questions", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. 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So let me share some thoughts about achieving profitability. During our Analyst Day in March, we stated that we are looking to achieve a positive gross margin for our Tre BEVs by the end of 2023 and the end of 2024 for our fuel cell electric trucks. Under our basic road map, we would like to get to positive EBITDA by the end of 2024. The primary assumption behind this road map has been that as we continue to scale, we should be able to spread our fixed costs over a greater volume and reduce our BOM cost. From our current vantage point, inflation remains a great unknown that makes our path to a positive gross margin a challenge, especially the cost of battery cells. While OEMs have sought to raise the fees in line with inflation, it remains unclear to what extent we may be able to pass through that increase. 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As you may know, Proposition 2 passed. But we feel that this is still a very relevant question because many people were not aware of what our committed share count was for coming into the end of Q2. While our fully diluted number of shares stood at 495 million on June 30, if we included the committed shares of options, RSUs and warrants as well as reserve share for our e-lock and convertible notes, their share count came very close to 570 million shares. This left us with a sufficient number of shares to acquire Romeo without having to come to market, so the increase in the authorized number of shares that was just approved will not be used to fund our merger with Romeo. 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How do you intend to restore current and potential shareholder trust in Nikola?", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:28:52.269+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1c6044d-2baa-49b4-9b5d-5d9dacf6200d", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.46, "x": 0.037, "y": 0.29 }, "kind": "paragraph", "text": "We recognize that since 2020 there has been shareholder concern over our reputation. We believe first and foremost that trust is the most important element of our relationship with our shareholders. To develop trust with our shareholders, we set realistic operational and financial milestones and have been delivering on those milestones for the past seven quarters since the end of 2020. In the past two years, we completed Phase 1 of our Coolidge plant construction, and are on track to completing Phase 2 by the end of 2022 / first quarter of 2022. We successfully developed and began commercial deliveries of the Tre-BEV in the second quarter of 2022. We will continue to strive to be the most transparent company in our peer group. Through active participation in investor conferences and fireside chats, we have been working to improve our investor communications. Additionally, we have successfully tested our Alpha Tre FCEV with Anheuser-Busch, and are currently undergoing testing with TTSI and Walmart. To enhance our individual investor communications, we have begun utilizing the Say Technologies Q&A platform this year. 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How are the hydrogen vehicles refueling?", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:28:53.432+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0bb1ae12-14ac-4809-8f02-76c53b709211", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.48, "x": 0.48, "y": 0.55 }, "kind": "paragraph", "text": "In addition to our partnership with TCE, we have made a strategic investment in WVR that gave us a 20% equity interest in WVR and the right to offtake up to 20% of the hydrogen produced at the facility once operational. WVR is strategically located in Terra Haute, Indiana, within a 250-mile radius of Chicago, St. Louis, Indianapolis, and Nashville. Our energy team continues to explore various other production partnerships. For example, we are currently contemplating the potential for adding a number of hydrogen production / offtake partnerships throughout North America.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:28:53.432+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "505a9d79-540e-404a-92b4-eba87b436280", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.48, "x": 0.48, "y": 0.28 }, "kind": "paragraph", "text": "The answer is a resounding yes here. It takes all stakeholders from regulators to energy companies to commercial fleets to work together to achieve a clean energy transition, and our approach to strategic partnerships is no different.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:28:53.432+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "943380da-a6c6-4b8b-bf0a-a6f78ce97ab2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.48, "x": 0.48, "y": 0.79 }, "kind": "paragraph", "text": "On dispensing, we have announced the locations of three California hydrogen stations to advance and scale up our hydrogen distribution solutions to service market demand.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:28:53.432+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f55d13c-083c-4c10-9cfb-afec046e9633", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.48, "x": 0.48, "y": 0.38 }, "kind": "paragraph", "text": "For hydrogen production, we have announced our intent to partner with TCE on hydrogen production hubs, in which Nikola has the right, but not the obligation, to invest up to 50% of the equity into hydrogen production hubs with TCE while still controlling substantially all of the molecules being produced at the hubs. This arrangement allows Nikola to be asset light and capital efficient.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:28:53.432+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2da1914-5532-48ea-8ec3-d43952c38b92", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "AMAURIS R. 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