Prediction on March 10th?

[Lmirafuente]

Curious what the forum thinks about production levels by Rivian's earnings call on the 10th.

Poll closed on March 4th.

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[James]

Being reasonable, how about 100?

 

[Scoiatael]

Its going to be disappointing. I plan on selling all my stock before market close on the 10th.

 

[ads75]

It's also possible they say they claim they can average 200/week if they had enough parts from their suppliers. But I doubt it.

 

[IlliniRivian]

To those who voted over 200/week, if Rivian is really at 200/week doesn’t that basically mean they are completing screwing reservation holders by delaying deliveries and prioritizing employees.
Not sure what’s worse at this point - Rivian can’t scale build 200/week or that it is at 200/week but apparently delivering less than 10% to non-employee customers.

 

[Max]

The reason they are hiring so much is so that they can deliver to employees with the missing bumper plastic piece with higher numbers and no bad reviews

If you could drive your R1T with duct tape in the back for the next six months would you?

 

[Ladiver]

If you could drive your R1T with duct tape in the back for the next six months would you?

Sure, it makes that first scratch and dent no big deal.

 

[SeaGeo]

To those who voted over 200/week, if Rivian is really at 200/week doesn’t that basically mean they are completing screwing reservation holders by delaying deliveries and prioritizing employees.
Not sure what’s worse at this point - Rivian can’t scale build 200/week or that it is at 200/week but apparently delivering less than 10% to non-employee customers.

Yes. That's been the uproar. As far as anyone has seen they seem to be producing trucks. Just not shipping them to non-employees.

They very well may be limited to producing in batches to enable high production rates while they wait for widget Bob to send them a plastic tailgate cover too.

 

[Laurent]

I predict that on March 10th, I will have reserved a VW ID Buzz.

 

[Riviot]

They very well may be limited to producing in batches to enable high production rates while they wait for widget Bob to send them a plastic tailgate cover too.

Why don't they just ship R1Ts with missing bed liner pieces and nonfunctioning tonneau covers? Then fix both when parts come in. Two birds with one stone! I'd happily take delivery of such a truck and patiently wait for install/repair later.

 

[Craigins]

It's also possible they say they claim they can average 200/week if they had enough parts from their suppliers. But I doubt it.

^^^ this.

For instance, they may make changes to the assembly process, pause production to build up parts to saturate the line, then hit it at full gas to test out how fast they can produce the vehicle. That is the production rate they achieve. At that point, they can say they have reached an X vehicles per week production rate. They just can't sustain that rate.

Now if the question was, on average, how many vehicles did Rivian produce in Q1, it will be lower.

As an investor, I would rather they have a higher production rate than average vehicles delivered. It shows that the factory is getting up to speed and you can gauge if they are on track to met the full production rate by the end of 2023.

As a pre-order holder, I'd rather see more vehicles out the door.

 

[ads75]

Why don't they just ship R1Ts with missing bed liner pieces and nonfunctioning tonneau covers? Then fix both when parts come in. Two birds with one stone! I'd happily take delivery of such a truck and patiently wait for install/repair later.

No. Absolutely not. Ship it as advertised. If they can't deliver what they say they can deliver, everything, all the pieces, I want out. I refuse to stand by and wait on any car company to finish delivery after I have my vehicle. If they can't make a certain part, they should remove it from the specifications until they can include it in a refresh. Period.

 

[SeaGeo]

No. Absolutely not. Ship it as advertised. If they can't deliver what they say they can deliver, everything, all the pieces, I want out. I refuse to stand by and wait on any car company to finish delivery after I have my vehicle. If they can't make a certain part, they should remove it from the specifications until they can include it in a refresh. Period.

I disagree myself. If something like say... the plastic extender that bridges the gooseneck hinge is limiting production, I'd much rather them ship trucks and retrofit them to folks who are comfortable with it.

 

[crashmtb]

I disagree myself. If something like say... the plastic extender that bridges the gooseneck hinge is limiting production, I'd much rather them ship trucks and retrofit them to folks who are comfortable with it.

Seems unlikely they’ll do that given statements from RJ Scaringe hisself like “These products are really our handshake with the world as a brand”


There is only one chance at quality.

 

[ads75]

I disagree myself. If something like say... the plastic extender that bridges the gooseneck hinge is limiting production, I'd much rather them ship trucks and retrofit them to folks who are comfortable with it.

To me not including all the pieces is a dangerous slope. I can't imagine telling someone "It looks like that because it's not finished yet. Yes I paid for it. No I don't know when I'll get the piece. But they said it should be s00n."

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