The Tesla recall "is ultimately just an update" delivered over-the-air, says Hatem Dhiab, adding that people need to reframe how they think of these kinds of issues. Olivier Blanchard discusses the Tesla Cybertruck vs the Ford F-150 Lightning, which is facing production cuts. AT&T announced it will purchase Rivian (RIVN) vehicles for a pilot program fleet. Hatem & Olivier discuss their winners and losers in the E.V. space.