Longreach
Well-Known Member
All these recent Munro videos where they point out so many Rivian design mistakes (from a cost perspective, not necessarily perceived quality) suggest Munro did NOT get any contract from Rivian for cost reduction consulting.
A few months ago all the Rivian tear down videos stopped, and we here collectively speculated there would not be any more videos because Rivian would have naturally included a gag clause in any contract. The sudden surge in recent tear down videos suggests there is no contract, which leaves Munro free to use the tear downs as they see fit (marketing, YouTube revenue,…).
One thing is for sure, the R1 cannot be built much longer in its current form because of profitability issues, regardless of price. Rivian will naturally invest more in R2 for profitability, which will leave the current R1 as a limited production unicorn. Good luck in finding all those specialized parts in 10 years.
Rivian is definitely at a crossroads. Every penny needs to be spent on a much lower cost R2 platform with dramatically lower manufacturing costs, especially given the low cost EV manufacturing progress being made by Tesla, GM and the Chinese. Even Toyota has now realized the problem, choosing to throw out all their EV plans (limited as they were), starting from scratch with a new focus on dedicated low manufacturing cost EV platforms.
All bets are still open in the automobile industry survival game…
A few months ago all the Rivian tear down videos stopped, and we here collectively speculated there would not be any more videos because Rivian would have naturally included a gag clause in any contract. The sudden surge in recent tear down videos suggests there is no contract, which leaves Munro free to use the tear downs as they see fit (marketing, YouTube revenue,…).
One thing is for sure, the R1 cannot be built much longer in its current form because of profitability issues, regardless of price. Rivian will naturally invest more in R2 for profitability, which will leave the current R1 as a limited production unicorn. Good luck in finding all those specialized parts in 10 years.
Rivian is definitely at a crossroads. Every penny needs to be spent on a much lower cost R2 platform with dramatically lower manufacturing costs, especially given the low cost EV manufacturing progress being made by Tesla, GM and the Chinese. Even Toyota has now realized the problem, choosing to throw out all their EV plans (limited as they were), starting from scratch with a new focus on dedicated low manufacturing cost EV platforms.
All bets are still open in the automobile industry survival game…
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