? Estimated Delivery Date Window is LIVE! What’s Yours?! ?

[Tango45]

What y’all do to Dr. Z?

In democracy 51% is considered majority however as per your logic 82% is not majority as well.

Seems like you are having some insights based on how strongly you are defending Rivian.

IMO, Rivian has failed as a company if majority of R1S pre order holders here are drawing negative conclusion about company's plans.

Agree 1000%, they clearly cheated R1S pre order holders. I have seen some R1T holders defending


1000% agree. This is ridiculous and unacceptable behavior from Rivian. No genuine reason can defend it, period.

That's a lot of bold talk for someone who joined the forum the other day and somehow thought their October '21 order would show up in Q1/Q2 '23. You're "cheated" and refuse outright any reason for defense "period"? C'mon, man. At least @paariv and @JerseyGreens have been here longer than the shelf life of a carton of milk.

@paariv notes that zero people are stepping up saying that they, without having a VIN, still have a '22 delivery date. Having reviewed the threads, I'd agree, that's compelling. It does support the conclusion that they pushed back R1S to prioritize R1T (and maybe EDV) deliveries before the end of the quarter. Given what we know about Rivian (and businesses and contracts and earnings reports, etc.), that sounds plausible. The more impactful question at this point is, "now what?" At least one person has said they cancelled their preorder. Others are looking at alternatives... If I was staring down the barrel of a '24 delivery, I'd be firmly in the latter camp. What about you, @tusharparmar ? Are you a Dr. Z shaking your fist at the sky or is there action hiding in your words? It is a failed company, as you've said...

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[AfroRick]

What interior did you select? I'm the same exterior combo but Ocean Coast interior and I'm Apr - May '23. Ordered 9/2019 LE in Atlanta, GA

I ordered the black interior. Ocean Coast was too light for me. What I really wanted is the same/similar okapi or sarder brown leather like the Audi.

Was kinda surprised they didn't have this interior color.

 

[AfroRick]

However, October '21 R1S pre-order holders who thought they were walking out of this with a Q1-Q2 '23 delivery date seems to indicate they haven't been paying attention and/or been an active member of this forum; that belies the absolutism of their statements.

Well, I'm in that category - but because of what Rivian stated. I had no reason to doubt them. I mean it's not a big deal for me though - I'm fine with waiting for a while, but the longer Rivian takes - the more the preorder is at risk of someone else coming in with something else (looking at you Audi). So while I appreciate Rivian's position, they should just expect that people's patience isn't infinite - and competition is definitely coming. Probably already losing some R1T preorders to Ford at this point.

 

[COdogman]

This is an incredibly weak argument. Anyone expecting a car in the next 6 months got delayed. Literally everyone who has posted has said this! If you had a 2022 window and no VIN, you were told you’re waiting until 2023. There are no exceptions I’m aware of.

So based on this - again, you haven’t cited a single post on any forum where a 2022 R1S order got a new window that’s still in 2022 - it is accurate to say they delayed all R1S production.

The only people who maybe weren’t delayed (and I say maybe because these polls always have huge data problems) are people who are so far out from delivery that a pause in overall production didn’t impact their estimate.

So I still say the most accurate conclusion is that Rivian pushed out all R1S production. Maybe they think they can ramp quickly and make up the delay for far-off delivery estimates. But that doesn’t mean things are going well now.

So YOUR argument is: there are “no exceptions“ to your personal opinion “that you are aware of…”, which leaves basically EVERY OTHER POSSIBILITY as still an option, but it’s my argument that is weak?

Oh and the polls being used to support your argument “have data problems”?

Oh and you actually have no idea what the order dates and windows are for the 18% in the poll you just admitted has “data problems”?

And what if it’s more than 18%?

And what about the T estimates that got pushed out? What does that mean?

And what if, just maybe Rivian still delivers the majority of those orders in their original delivery windows?

I guess there are no possible exceptions to what you say… case closed.



My original post that challenged this narrative asked if there was ANY proof that Rivian did/ will delay all S production in favor of T since you and others are stating this as fact. Not one person has actually posted any proof to back that up. Instead, you are here requesting that I prove something I never said.

Wow. Just wow.

Please, go on believing whatever made up shit you want to believe. I hope the weather is nice in bizzaro world ?‍?

 

[COdogman]

In democracy 51% is considered majority however as per your logic 82% is not majority as well.

Seems like you are having some insights based on how strongly you are defending Rivian.

IMO, Rivian has failed as a company if majority of R1S pre order holders here are drawing negative conclusion about company's plans.

Except you don’t actually know that it’s 82% or 18% do you? What percentage of the 1-3 month respondents should be added to the 18%? Those windows could easily still be achieved.

And this isn’t “democracy”, it’s just an online poll in ONE forum.

I haven’t defended Rivian even once in this thread. In fact I’ve criticized them multiple times. All I’ve done is ask people who state as fact their personal opinions to back that up with even a small amount of proof. It seems like a few people are more interested in being outraged than being accurate.

Have at it.

 

[Bill Tolar]

May 6, 2019 reservation, had a July-September delivery window, when I called in September to see what was happening I was told I no longer had a window. It was cancelled at some point and I was not notified. My new window is January-December 2024. When I met R J in Atlanta a couple of years ago he seemed like a really great person, maybe first impressions aren't reliable after all. I'll leave out the #&!#! language that I'm feeling and just say this is a massive disappointment.

 

[VHRivian]

May 6, 2019 reservation, had a July-September delivery window, when I called in September to see what was happening I was told I no longer had a window. It was cancelled at some point and I was not notified. My new window is January-December 2024. When I met R J in Atlanta a couple of years ago he seemed like a really great person, maybe first impressions aren't reliable after all. I'll leave out the #&!#! language that I'm feeling and just say this is a massive disappointment.

This is insane. What is your vehicle/configuration? I have seen on this forum that there is a section of FL where they have decided you are too far from a service center for delivery but I don't know where that is. Unless you have a max pack or some other thing that they just aren't actually building then this just isn't ok.

 

[crashmtb]

May 6, 2019 reservation, had a July-September delivery window, when I called in September to see what was happening I was told I no longer had a window. It was cancelled at some point and I was not notified. My new window is January-December 2024. When I met R J in Atlanta a couple of years ago he seemed like a really great person, maybe first impressions aren't reliable after all. I'll leave out the #&!#! language that I'm feeling and just say this is a massive disappointment.

The product is great, everyone from Rivian I’ve talked to or met has been delightful…. But the way the company has gone about things, it seems like they don’t care one tiny bit about customer retention or goodwill. And why would they, with a full order book and Scrooge macduck piles of IPO money

I cancelled my preorder based on the information Rivian gave me, which turned out to be quite limited - If they’d just given me the full picture I’d have been able to make a more informed decision.

I‘ll keep an eye on things but I’m not so sure the juice will be worth the squeeze going forward

 

[tusharparmar]

What y’all do to Dr. Z?





That's a lot of bold talk for someone who joined the forum the other day and somehow thought their October '21 order would show up in Q1/Q2 '23. You're "cheated" and refuse outright any reason for defense "period"? C'mon, man. At least @paariv and @JerseyGreens have been here longer than the shelf life of a carton of milk.

@paariv notes that zero people are stepping up saying that they, without having a VIN, still have a '22 delivery date. Having reviewed the threads, I'd agree, that's compelling. It does support the conclusion that they pushed back R1S to prioritize R1T (and maybe EDV) deliveries before the end of the quarter. Given what we know about Rivian (and businesses and contracts and earnings reports, etc.), that sounds plausible. The more impactful question at this point is, "now what?" At least one person has said they cancelled their preorder. Others are looking at alternatives... If I was staring down the barrel of a '24 delivery, I'd be firmly in the latter camp. What about you, @tusharparmar ? Are you a Dr. Z shaking your fist at the sky or is there action hiding in your words? It is a failed company, as you've said...

@Tango45 I wasn't sure that I have to take someone's permission or wait for milk to expire before I can share my thoughts.

Also, I have already emailed my concerns to Rivian and I will not rest until I get answers to every one of those. I think every one of us should do that to get our voices heard.

Meanwhile, I haven't tried but please let me know if that fist in air thing works for you @Tango45 .

Anyways, I feel cheated because Rivian failed communicating enough.
I feel cheated because October'21 R1T pre order is expecting delivery in November'22 while many R1S holders (excluding myself) will end up waiting 3-4 years.

How on earth is this fair after 0 communication this year on possible delay to R1S?

 

[Texasag05]

My opinion, swag, whatever only supported by my feelings and intuition and the posts I’ve read here and some R1T forums or whatever. I do think they have prioritized the T over the S for the next few months. Once again no real concrete evidence so don’t jump on me about how I can prove it because I can simply reply “you prove your opinion” since that’s all we have at this point. But what has directed me to this scientific wild ass guess is that I haven’t seen anyone with an R1S move up only move back. Only folks that stayed the same were ones who already had a vin it seems. Now with R1T it seems I have seen some not a lot but some have actually had their estimate move up. This may not mean anything. But also using my basic knowledge of manufacturing and six sigma (once again basic) I imagine they have metrics on how fast they can build each vehicle. And my guess is right now they move faster on the R1T significantly vs the R1S. Whether it’s more parts, familiarity, computer programming efficiencies they have worked through with more units of R1T made…..i obviously don’t know first hand or even second hand. But my experience tells me this could very likely be the case. And if sitting in a c-level room discussing the earnings call and future projections and seeing others get destroyed on the market the last few weeks on missed goals and earnings the question could come up “how do we get to our goal?” Perhaps they crunch numbers and see even with efficiency gains on the R1S there is no way to get there but maybe there is a fighting chance with R1T. See removal of tonneau cover as one method and who knows what Munro advice he is giving. (Loss of outlet in frunk?). Once again I have zero first hand or even second hand knowledge of the ongoings of rivian. But I definitely can see how it’s very possible and even dare I say probable they have decided to make a year end push to make their goal and push R1S productions a few months in that effort.

Biggest fear is the potential coming of further “simplifications” for example certain interior trims are no longer available with exterior colors.

But roast away on my crazy assumptions. For what it’s worth my R1S was pushed but I was lucky only to Feb-Mar. could have been worse. I’m only a 2020 reservation holder. I’m enjoying my bronco right now. I signed binding agreement so I hope that protects my tax credit. And yes it’s annoying that I now have to prepare for that to be on the following years taxes so need to make adjustments for that.

I’m still not canceling. As long as my pre march pricing is intact I will wait it out.

 

[NY_Rob]

Perhaps Rivian is taking a beat on R1S production to get their $hit together quality wise? We have see a few terrible R1S examples that clearly got a pass at the QC station.

With that in mind, if they are intent on sticking the 2022 numbers.. maybe they are indeed concentrating on something that takes less time to build, is less complex, have all the parts on hand already and are proficient at assembling... of course referring to the R1T.

 

[JerseyGreens]

So YOUR argument is: there are “no exceptions“ to your personal opinion “that you are aware of…”, which leaves basically EVERY OTHER POSSIBILITY as still an option, but it’s my argument that is weak?

Oh and the polls being used to support your argument “have data problems”?

Oh and you actually have no idea what the order dates and windows are for the 18% in the poll you just admitted has “data problems”?

And what if it’s more than 18%?

And what about the T estimates that got pushed out? What does that mean?

And what if, just maybe Rivian still delivers the majority of those orders in their original delivery windows?

I guess there are no possible exceptions to what you say… case closed.



My original post that challenged this narrative asked if there was ANY proof that Rivian did/ will delay all S production in favor of T since you and others are stating this as fact. Not one person has actually posted any proof to back that up. Instead, you are here requesting that I prove something I never said.

Wow. Just wow.

Please, go on believing whatever made up shit you want to believe. I hope the weather is nice in bizzaro world ?‍?

What proof are you looking for - an official statement from Rivian? That's not happening.

As an investor - they are prioritizing the Ts and or EDVs to hit that 25k annual figure. Good for them and it makes sense. As an early pre order holder it outright sucks for those such as @paariv that Rivian was stringing along with an Oct-Dec delivery estimates.

You haven't been around long enough here, and/or, following Rivian to realize that there won't be "proof" or an "official statement" stating as such from Rivian. We come together as a community here and discern our own relative truths.

In all honesty, I truly believe you feel bad that your own T preorder is going in front of some OG R1S preorder holders but the way you are coming off just doesn't align with your sentiment.

 

[JerseyGreens]

Perhaps Rivian is taking a beat on R1S production to get their $hit together quality wise? We have see a few terrible R1S examples that clearly got a pass at the QC station.

Just another theory....

That could definitely be part of it.

I think they are trying to hit that 25k figure to give shareholders relative comfort that they charted out to hit that number in 2022 and are going to come damn near close...We have to remember that they are a publicly traded company and that is front & center for them versus actual early preorder holders. Sad truth.

I also think the line just has their sh*t together when it comes to the T and they just want to keep pumping those out...

 

[JerseyGreens]

In democracy 51% is considered majority however as per your logic 82% is not majority as well.

Seems like you are having some insights based on how strongly you are defending Rivian.

IMO, Rivian has failed as a company if majority of R1S pre order holders here are drawing negative conclusion about company's plans.

Lets slow down for a second.

Plenty of folks like myself who had their updated estimates still fall within the original 1H 2023 window aren't drawing any conclusions that Rivian is a failed company.

 

[JerseyGreens]

I love how many "new" or recent R1T order holders have entered this thread and continue to reiterate, "hey, timeout - lets see what Rivian has actually stated"...

You folks haven't been around long enough to realize that:

1) Rivian isn't the best company when it comes to communication and can often change their narrative (not to be confused with them being malfeasant)

and

2) that leaves a lot for this community to piece together...

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