So far, Rivian and Lucid have delivered only a handful of retail vehicles. And even with all the awards, it's far from certain they'll duplicate Tesla's success — never mind match legacy manufacturers like General Motors, Toyota and Volkswagen, said Sam Abuelsamid, the principal auto analyst for Guidehouse Insights. "It's definitely not business as usual," Abuelsamid said, adding that "it's worthwhile honoring these [new] companies for what they've accomplished." "But there's no guarantee they will succeed and thrive over the long term," Abuelsamid said. "The established automakers have a flood of EV products coming.