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Thanks for digging this up.
It would make sense if at least the vans would make some profit, otherwise it looks like madness (kinda still does to me) to spend this much money on getting into an industry that is actually imo not that attractive.
Even with the switch from combustion to EV, car manufacturing is still a capital intensive and low margin business. And they don’t seem to go for the potential jackpot that is autonomous driving
I think it’s split between delivery vans and SUVs. Amazon has a stake in them aswell. I think at some point they owned like 20%? Not sure how much they currently hold.
Software has to be the main draw. I am not sure how interested they are in the delivery vans, and one has to think that they have enough SUVs themself.