R1S's are being delivered (according to Rivian customer support)

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At that point, they'll be experts in scaled manufacturing.

Seems like it would be a lot easier to just join this forum to become an expert in scaled manufacturing.

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[mkg3]

.....That probably means they aren't switching to Ocean coast interior or R1S before March 31.

On April 3rd or 4th, they'll switch to R1S so they can push some of those....

As long as we're speculating, I do not agree with the approach you are suggesting.

I believe that Rivian, like just about everybody else that uses a single line for multiple variants, they produce the common core for both vehicles in a single line. That includes everything until the body sections are mated to the skateboard drivetrain and battery packs. At that point, I believe the line splits into T and S to finish the vehicle. Technically, its a single line with a fork at the midstream of the production.

The reason, I believe, is taking longer to start the S line is to workout the kinks after the fork and even having the necessary robots for S portion of the production line.

I have no idea why OC and green interiors are lagging but color of vinyls (sorry, I'm supposed to call it vegan letter....) would not be the reason for the delay. It must by what and how Rivian ordered the material to begin with.

At any rate, since we don't control any outcome that Rivian does (other than the price roll back - thanks everyone!!), we get what we get. And there doesn't seem to be any shortage of takers for the products so it is what it is....

 

[LeoH]

It's hard to believe there was an R1S delivered ( except the first 2 ) without it being blasted on Reddit, FB, insta, or any other social media...and they just had their earning call.

 

[crcole]

I don't understand why a company that has created such a great product, feels the need to treat it's customers like mushrooms (see previous post for definition). What's the harm in admitting that R1S is significantly delayed in favor of R1T? I get it. Just tell me the truth, and I am happy to wait. What I am not happy is to be fed convoluted half-truths brain-stormed in marketing meetings, which assume the customer is too dumb to see through patently manipulative messaging. Don't withhold information from the customer that you have to publicly report in financial statements.
All it does is chip away at the good will that Rivian's great product creates. Once we get our vehicles, hopefully this will be forgotten. But by managing expectations so disastrously, Rivian Marketing risks losing some of their customers once there are more EV truck and suv choices.

 

[stynes]

Here's some pure speculation. They are currently delivering as many of the R1Ts that were built (and sitting in the north parking lot from drone footage) as humanly possible ahead of Q1. At the same time, they are pushing out only BM R1Ts on the line to maximize the Q1 end number that will be publically reported and highly scrutinized. That probably means they aren't switching to Ocean coast interior or R1S before March 31.

On April 3rd or 4th, they'll switch to R1S so they can push some of those (maybe a couple hundred at best) for a few weeks to get people excited (delivery end of April earliest). After that, they move to Ocean coast R1T for delivery in May/June.

At that point, they'll be experts in scaled manufacturing. We should expect they can then seamlessly transition between models and all color interiors and exteriors. As a result, they'll produce all LE by Sept if not sooner. Max packs and open roofs come shortly thereafter.

Everyone will be happy. All bad deeds will be forgotten.

(You got this Rivian!)

I'll have what he's drinking, please.

 

[mgc0216]

I'm generally pretty Pollyanna on stuff around the delivery schedule and Rivian's shortcomings, but I have to say I don't believe this with any fiber of my being if CS means that they are shipped more than a handful of R1S vehicles. I mean the pics posted the last two days still had camouflage on them - which to me is a sign there aren't a great number of production R1Ss available for any use cases.

 

[kanundrum]

Here's some pure speculation. They are currently delivering as many of the R1Ts that were built (and sitting in the north parking lot from drone footage) as humanly possible ahead of Q1. At the same time, they are pushing out only BM R1Ts on the line to maximize the Q1 end number that will be publically reported and highly scrutinized. That probably means they aren't switching to Ocean coast interior or R1S before March 31.

On April 3rd or 4th, they'll switch to R1S so they can push some of those (maybe a couple hundred at best) for a few weeks to get people excited (delivery end of April earliest). After that, they move to Ocean coast R1T for delivery in May/June.

Talking to some to a local manager over the weekend you are spot on really.

 

[mgc0216]

I don't understand why a company that has created such a great product, feels the need to treat it's customers like mushrooms (see previous post for definition). What's the harm in admitting that R1S is significantly delayed in favor of R1T? I get it. Just tell me the truth, and I am happy to wait. What I am not happy is to be fed convoluted half-truths brain-stormed in marketing meetings, which assume the customer is too dumb to see through patently manipulative messaging. Don't withhold information from the customer that you have to publicly report in financial statements.
All it does is chip away at the good will that Rivian's great product creates. Once we get our vehicles, hopefully this will be forgotten. But by managing expectations so disastrously, Rivian Marketing risks losing some of their customers once there are more EV truck and suv choices.

Why do you think it's "significantly delayed"? Whenever I ask I'm told "yep, still on for May/June".

As I understand it they still have at least 4 weeks before they are supposed to deliver the very first R1Ss. What evidence to you have that this isn't going to happen?

If you go back to the end of Feb many on here were saying "see it's all messed up again there is no way they are making those March/April windows - they just need to be honest" and then all hell broke loose.

 

[kneebuster]

I believe that Rivian, like just about everybody else that uses a single line for multiple variants, they produce the common core for both vehicles in a single line. That includes everything until the body sections are mated to the skateboard drivetrain and battery packs. At that point, I believe the line splits into T and S to finish the vehicle. Technically, its a single line with a fork at the midstream of the production.

The T and S don't even have the same skateboard as the wheelbases are different. The front clip, hood, windshield, and front doors are likely the same, but not sure much else is until you get to some of the interior.

 

[shamoo]

I believe that Rivian, like just about everybody else that uses a single line for multiple variants, they produce the common core for both vehicles in a single line. That includes everything until the body sections are mated to the skateboard drivetrain and battery packs. At that point, I believe the line splits into T and S to finish the vehicle. Technically, its a single line with a fork at the midstream of the production.

I wonder if this is the case since the R1T and R1S have different wheelbases, which means "everything underneath" the body is very different (at lest the frame).

But then again, the frame could be different and the same components could fit onto them.

@kneebuster beat me by a few seconds .

 

[crcole]

Why do you think it's "significantly delayed"? Whenever I ask I'm told "yep, still on for May/June".

As I understand it they still have at least 4 weeks before they are supposed to deliver the very first R1Ss. What evidence to you have that this isn't going to happen?

If you go back to the end of Feb many on here were saying "see it's all messed up again there is no way they are making those March/April windows - they just need to be honest" and then all hell broke loose.

The evidence is this thread and many others like it, showing that customers are forced to speculate and make their own guesses based on snippets of information. I placed my order in Q1'21 so exact month of first R1S deliveries is of less interest, rather than longer term. Asking for a delivery date, after getting an email last year with one based on a configuration I changed, has been frustrating and ultimately fruitless, forcing me to make my own projections.
Regular and accurate customer communication would mean threads like this would be unnecessary.

 

[paariv]

Why do you think it's "significantly delayed"? Whenever I ask I'm told "yep, still on for May/June".

As I understand it they still have at least 4 weeks before they are supposed to deliver the very first R1Ss. What evidence to you have that this isn't going to happen?

If you go back to the end of Feb many on here were saying "see it's all messed up again there is no way they are making those March/April windows - they just need to be honest" and then all hell broke loose.

Rivian’s history tells us that if we don’t see things happening with our own eyes, they aren’t happening and are delayed. And in particular, hearing that they’re on track for a delivery window was worthless in October and November. They only admitted to delays after the months were over.

The explosion of deliveries this month is the one exception to the rule, and it gives me a little more hope that they’ll actually meet the announced time frames, even for R1S and OC/FE vehicles. But I’d still say the burden is on Rivian, not the skeptics, to substantiate the claim that production and deliveries will really happen.

 

[mgc0216]

The evidence is this thread and many others like it, showing that customers are forced to speculate and make their own guesses based on snippets of information. I placed my order in Q1'21 so exact month of first R1S deliveries is of less interest, rather than longer term. Asking for a delivery date, after getting an email last year with one based on a configuration I changed, has been frustrating and ultimately fruitless, forcing me to make my own projections.
Regular and accurate customer communication would mean threads like this would be unnecessary.

none of that is indicative of a delay. what am i missing?

 

[mgc0216]

Rivian’s history tells us that if we don’t see things happening with our own eyes, they aren’t happening and are delayed. And in particular, hearing that they’re on track for a delivery window was worthless in October and November. They only admitted to delays after the months were over.

The explosion of deliveries this month is the one exception to the rule, and it gives me a little more hope that they’ll actually meet the announced time frames, even for R1S and OC/FE vehicles. But I’d still say the burden is on Rivian, not the skeptics, to substantiate the claim that production and deliveries will really happen.

but what could they do that they aren't doing? if you ask they will reiterate the guidance that everything is on track - do we want them to pinkie swear?

the way i read these posts it sounds like folks want to see movement when it's not time to see movement.

 

[crashmtb]

Oh sure they’re delivering them, to service centres

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