Rivian Q3 2023 -- Production: 16,304 vehicles / Deliveries: 15,564 vehicles

[Golfer04]

Sign you up for a class action suit that will result in Rivian offering to fix your tonneau when there's a viable solution, which they've already done, and some plaintiff attorneys getting a bunch of money just for "forcing" Rivian to do what they're already promising to do? Sounds like a great use of everybody's time and money.


I think it's fair to compare production ramp to Tesla's ramp on the Model S. Production of the Model S has never broken 20k for a quarter and only broke 15k twice in 2016. Tesla did deliver a little under 25k total S and X combined in 2nd quarter 2016, so maybe that's the right comparison? That's 4 years after production of the S started and a year after production of the X started. So Rivian needs to hit 25k quarterly deliveries by sometime in 2025 to match Tesla's pace? I think they're in good shape.

Sign you up for a class action suit that will result in Rivian offering to fix your tonneau when there's a viable solution, which they've already done, and some plaintiff attorneys getting a bunch of money just for "forcing" Rivian to do what they're already promising to do? Sounds like a great use of everybody's time and money.


I think it's fair to compare Rivian's production ramp to Tesla's ramp on the Model S. Production of the Model S has never broken 20k for a quarter and only broke 15k twice in 2016. Tesla did deliver a little under 25k total S and X combined in 2nd quarter 2016, so maybe that's the right comparison? That's 4 years after production of the S started and a year after production of the X started. So Rivian needs to hit 25k quarterly deliveries by sometime in 2025 to match Tesla's pace? I think they're in good shape.

If you don't want to waste your time don't sign up. After 15 months, 47,000 miles, and 3 broken "we will fix it in next 30 days" emails I've had it. They are legally required to fix them, as they break, under the terms of their own warranty. It my case it was delivered broke, without my knowledge before hand; after I had already paid. Maybe that is ok with any auto manufacturer you do business with, but it isn't ok with me. I asked them to remove it and refund my money.......nope.

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[Autolycus]

If you don't want to waste your time don't sign up. After 15 months, 47,000 miles, and 3 broken "we will fix it in next 30 days" emails I've had it. They are legally required to fix them, as they break, under the terms of their own warranty. It my case it was delivered broke, without my knowledge before hand; after I had already paid. Maybe that is ok with any auto manufacturer you do business with, but it isn't ok with me. I asked them to remove it and refund my money.......nope.

I've owned a car that was the subject of a class action lawsuit. You know how much the suit affected me? Not a single bit. The manufacturer had already promised to fix any vehicles with the issue before the lawsuit was filed, and they fixed my vehicle before the settlement was entered. The settlement called for the exact same resolution as the manufacturer had already promised and delivered. That's what will happen with any suits over the tonneau as well.

 

[SANZC02]

Just some info on a class action, great for lawyers, as for others…

 

[RivLiam]

For anyone wanting a more accurate comparison of Tesla vs Rivian over the first few years this was pretty thoroughly done (from Reddit Rivian sub originally). There may be an update but it looks pretty on par given the last results, if not a little pessimistic.
Detailed data here

 

[SANZC02]

For anyone wanting a more accurate comparison of Tesla vs Rivian over the first few years this was pretty thoroughly done (from Reddit Rivian sub originally). There may be an update but it looks pretty on par given the last results, if not a little pessimistic.
Detailed data here

One correction, Tesla actually started delivery end of Q2 2012 (June 22 2012) so their first year was 2 full Qtrs of production.

 

[R1TS]

The target was produce 52k, more deliveries would be great but need 12,309 to produce 52k this year. If they hit 15,850 deliveries this Qtr they will hit 52k deliveries, I think that is doable based on inventory. Curious how much of that inventory are EDVs.

They increased production in Q3 17.5% over Q2, if they stayed flat in Q4 compared to Q3 they produce 56k this year, if they could duplicate the 17.5% increase they produce 59k. It will be interesting to see where they end up, with the upcoming Q4 holidays, would not surprise me to see Q4 flat or a slight dip but still in great shape to hit the projected production numbers.

2023 production
Q1 9,395
Q2 13,992
Q3 16,304

I don't doubt they can get to 52k produced.

My response was to a comment about 60k delivered.

 

[ORFynder]

I have had nothing but EXCELLENT service from our SC and SA.

Same here, excellent service for 14 months and running

 

[SANZC02]

Soon the focus will shift from "How many can they make?" to "How many can they sell?" Very soon....they have over 3500 unsold vehicles that were produced this year so far.

This is true, one reason I’m wondering how many EDVs they have in stock.

I saw somewhere but can’t find it now that the Amazon contract requires them to have some built and ready for delivery. It did not say how many they need to have on hand and available.

Also Curious how many are in route to the SCs and being prepped for delivery. You are always going to have vehicles in the pipeline, 3500 seems like a lot when 35k have been built but if that will be the rolling number it would not seem high for 200k production.

That is one of the differences between direct to customer compared to the dealer model. Sales are booked when delivered to the dealers in the dealer model, few more steps in the dir t to consumer model.

 

[j.w.s]

Soon the focus will shift from "How many can they make?" to "How many can they sell?" Very soon....they have over 3500 unsold vehicles that were produced this year so far.

Sounds like 3,500 "built but not delivered" as opposed to "3,500 unsold". The Rivian "shop" just got re-stocked again but we're talking ~160 cars for delivery in "one to weeks", not 3,500 unsold cars available for delivery now.

 

[RivianRunner]

People comparing Rivian at this stage with Tesla at this stage is like me asking why my kindergartener didn’t have a summer job and isn’t taking AP calc this Fall like the senior in high school down the road. It’s dumb. And even after all these years of production, quality at Tesla doesn’t reflect the massive head start they have over Rivian (it’s arguable worse on some models).

This is simply false. All Tesla models are, on average, much more sorted in terms of quality than either the R1T or the R1S. Particularly with software, but also with drivetrains.

 

[carsly]

Their 2023 deliveries so far are:
Q1: 7,946
Q2: 12,640
Q3: 15,564

I doubt they’ll get close to 23,850 deliveries in Q4.

Agreed. They have fully exhausted the R1T backlog. Still the R1S backlog but they need to get prices down to grow volumes thus rolling out Enduro dual motor setup early. The problem is quickly shifting from production to demand at the current pricing.

 

[Adventusaurus]

If you don't want to waste your time don't sign up. After 15 months, 47,000 miles, and 3 broken "we will fix it in next 30 days" emails I've had it. They are legally required to fix them, as they break, under the terms of their own warranty. It my case it was delivered broke, without my knowledge before hand; after I had already paid. Maybe that is ok with any auto manufacturer you do business with, but it isn't ok with me. I asked them to remove it and refund my money.......nope.

Did you email them within (30?) days of purchase to opt-out of the class action exclusion, per the purchase agreement?

If not, you may have waived your right to join the class.

 

[SANZC02]

This is simply false. All Tesla models are, on average, much more sorted in terms of quality than either the R1T or the R1S. Particularly with software, but also with drivetrains.

I guess everyone sees things a little different. My 2022 R1S is on par with my 2016 Model S as far as build quality. The interior on the R1S is better than the Model S interior. The software/ui on the R1S is comparable to what was delivered in 2016 on the Model S. The Model S software has since been upgraded, initially there was no texting, no auto/gps garage door, Wi-Fi could only connect to a hotspot while in park, etc. Over the years they have been enhanced but manufacturing and software was being delivered 4 years when my Tesla was built, less than 1 year with the R1S so to me the fact they are comparable is impressive.

I’ve had the Tesla 7 years, still very happy with it and still seeing improvements/features added in the software. I do have AP1 on the Tesla and like that it can be engaged on any road with lines painted, would be nice if Rivian would allow that with hands on and go to hands off on mapped roads.

I’ve had the Rivian going on 9 months, I’m very impressed with it and very surprised that it is a year 1 build, it honestly seems more polished than that. The added features have come faster and more frequent on the Rivian but understandable based on how new it is.

Overall really enjoy both vehicles, it is because of my experience with the Tesla that I started looking for an SUV EV to replace my Jeep GC. If I had not purchased the Tesla, probably would not have been an early adopter for Rivian. Knowing what was possible really made reserving/ purchasing the Rivian an easy decision.

 

[Rob O]

This is simply false. All Tesla models are, on average, much more sorted in terms of quality than either the R1T or the R1S. Particularly with software, but also with drivetrains.

It’s as if I don’t know people who own Teslas … or who have owned multiple Teslas, or both a Tesla and an R1, or being close friends with the owner of a high volume PPF/vinyl shop who see hundreds of Teslas a year (and thus the quality of their assembly). Or that quality issues still plague Tesla models even in 2023. Even Kyle Connor from Out of Spec has commented on how much worse the quality is on his Plaid compared with his earlier Model S, when Tesla was lower volume and could give more time to QC. And even Musk has commented on issues with pre-production Cybertrucks that need attention before finals roll out. To say my original comment is false is either total fanboi denial or narrow sighted. This doesn’t let Rivian off the hook for their quality and QC issues ... but they get a bit more of a pass for only being in year two of manufacturing (from scratch).

 

[RivianRunner]

It’s as if I don’t know people who own Teslas … or who have owned multiple Teslas, or both a Tesla and an R1, or being close friends with the owner of a high volume PPF/vinyl shop who see hundreds of Teslas a year (and thus the quality of their assembly). Or that quality issues still plague Tesla models even in 2023. Even Kyle Connor from Out of Spec has commented on how much worse the quality is on his Plaid compared with his earlier Model S, when Tesla was lower volume and could give more time to QC. And even Musk has commented on issues with pre-production Cybertrucks that need attention before finals roll out. To say my original comment is false is either total fanboi denial or narrow sighted. This doesn’t let Rivian off the hook for their quality and QC issues ... but they get a bit more of a pass for only being in year two of manufacturing (from scratch).

You can always find biased people saying what you want to hear. But Tesla is cranking out over a million cars per year now and has some of the lowest warranty expenses in the auto business. That would not be possible if the actual quality was worse than Rivian. Kyle is not an expert on this subject and has not inspected enough individual cars for his pronouncements to be anything more than an antidotal generalization. A vinyl shop/PPF applicators can speak to body panels and paint quality issues but this is not adequate to address comprehensive quality of the entire vehicle.

One can always make up fake narratives based on limited antidotes, but that is only persuasive to people lacking good critical thinking skills.

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