? Rivian IPO S1 Filing - reveals preorder numbers, R1S delivery date, Autonomous Subscription Fee & more...

[eggpaul]

I know that Tesla has a 10k option of adding hardware for future autonomous driving capabilities. I'm assuming Rivian includes the hardware (cameras, sensors) in our trucks, but $10k is to unlock the software?

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[Canthoney]

Charging on 121:

RAN DCFCs are designed to output over 200 kW of DC power for initial R1 vehicles (up to 140 miles of range in 20 minutes), with over 300 kW planned for future vehicles.

Oof.

This reads to me that the R1T/S’s will be capable of UP TO 300kW but not >300kW, which is what they’ve been telling us the entire time. Key word here is OVER 300kW, for future vehicles which I expect because of the lack of 800 V architecture. I’m fine if the vehicles are capable of 300 kW as a hard stop, that will be plenty fast for me.

 

[Scott]

There's a ton out there right now. Most EA stations along the interstate include at least one 350kW charger. You're either sitting at 150, or 350 max with EA.

Yeah, but from what I have seen that is the max possible yet people connect to them and regularly get sub 100kwh when ar low battery because the available juice is split between multiple chargers. I know they exist but the experience hasn’t manifested. Maybe I am wrong. My ev doesn’t charge at that rate so this is second hand anecdotal evidence

 

[kurtlikevonnegut]

Any mention of the per unit cost of the EDV deal with Amazon?

Assuming its somewhere around $50k per vehicle, Rivian is looking at ~$8b in revenue for fulfilling current orders if my math is right (and it rarely is).

 

[SeaGeo]

The language doesn't address that they could update the capability OTA after initial release. I'm still hopeful. Future vehicles are planned to ship with the capability from the factory.

Maybe. I'd think they'd say that in this though as there would be value in that. Maaaybe for the max pack, or another year or something. But If someone has a LE, I'm guessing they're SOL.

Hmmm, thats a bit lower than seems like most speculated on forums and articles I'd read. Well, better for us folks waiting in line.

If I recall correctly, I think the estimate was in the 50k range. Include a bunch of turnover for cancellations over the years and then new orders and it makes sense.

The number that seems low to me is the number of service vans they currently have. I wonder why they haven't gotten more yet.

 

[Temerarius]

I know that Tesla has a 10k option of adding hardware for future autonomous driving capabilities. I'm assuming Rivian includes the hardware (cameras, sensors) in our trucks, but $10k is to unlock the software?

Correct.

The "Free" version will still use the hardware (Cameras, Radars, Ultrasonic devices, etc...), but the software for the "cool shit" will have a pay wall, that once you sign up/pay for, will flip a bit and enable additional features in your Truck/UI/Phone.

Edit: And Tesla is the exact same. All of the hardware is in the vehicle to do both the basic driver assist, and the "enhanced" version. You pay (either $8-$10k or subscribe for, I think it's $200/month) to unlock the additional features.

They also have subs for connectivity as a separate subscription option (I think it's $10 a month) if you have a newer Tesla. The older one's are grandfathered with this as a freebie (just like the unlimited SuperCharging for free).

 

[lg3103]

Camp kitchen coming for the R1S: page 124
"and eventually a rear cargo mounted Camp Kitchen will also be available for the R1S."

 

[SeaGeo]

Yeah, but from what I have seen that is the max possible yet people connect to them and regularly get sub 100kwh when ar low battery because the available juice is split between multiple chargers. I know they exist but the experience hasn’t manifested. Maybe I am wrong. My ev doesn’t charge at that rate so this is second hand anecdotal evidence

EA doesn't share between pedestals like V2 superchargers do. They get sub 100kwh hour when there's an issue with the unit or a communication issue between cars (which happens more than it should). People seem to consistently pull more than 150 kw with the mach e, and 200+ with the Taycan anymore.

Plus EVGO's rollout for GM is/is going to have quite a few 350 kW chargers.

Point is, they exist. They're getting more reliable. And a lot more are coming.

 

[Kmann1994]

I think people are way overreacting over nothing about the charge rate tidbit. Even if it was 150kw, that's still damn fast and anything above that is just awesome. I think people shouldn't act like 300kw is a bare minimum to be satisfied as a customer and anything less than that is garbage poop...

 

[Aroohoo]

Any mention of the per unit cost of the EDV deal with Amazon?

Assuming its somewhere around $50k per vehicle, Rivian is looking at ~$8b in revenue for fulfilling current orders if my math is right (and it rarely is).

Page 108

$64,600 LTR potential

That figure is their estimate for the current commercial market per unit LTR, i.e. how they are determining the size of the market. Depending on how they price, your $50k is probably a good estimate for sale price.

 

[kurtlikevonnegut]

Kinda.

The "Free" version will still use the hardware (Cameras, Radars, Ultrasonic devices, etc...), but the software for the "cool shit" will have a pay wall, that once you sign up/pay for, will flip a bit and enable additional features in your Truck/UI/Phone.

Honestly I'm fine with this. Some driver assist on the highway for longer drives is all I want/need. If I'm spending $80k on a offroading rocket sled I want to drive the bajeezus out of it, not be chauffeured around in it.

 

[Canthoney]

Also, LTR is defined as 10 years in this document on pg 110. So the math would be ~$45 for the subscription per month if it is $5.5k LTR/120 months.

 

[Scott]

Personally I am not worried about fees for FSD equivalent. No one is close to providing something that is worth paying 10k over an autopilot equivalent for me.

if Autopilot equivalent is free (which is the direction of the market) then I wouldn’t pay 10k for anything short of me not having to pay attention at all. And at that point people will just take robo cabs and own way fewer cars.

 

[dleepnw]

If they are going the same route as Tesla, you will have a free version (think AutoPilot... every Tesla has that for free) and a "Premium" version (think FSD).

I'd be cool if they did a pay as you use model, not subscription, for the premium Driver+ features. I guess I understand the subscription is more financially appealing but from a customer point of view it'd be nice to use from time to time but not have to pay for it all the time.

 

[RWerksman]

Personally I am not worried about fees for FSD equivalent. No one is close to providing something that is worth paying 10k over an autopilot equivalent for me.

if Autopilot equivalent is free (which is the direction of the market) then I wouldn’t pay 10k for anything short of me not having to pay attention at all. And at that point people will just take robo cabs and own way fewer cars.

To be fair, this may be for anything, including L3 features.

Also, it's speculation on a future event in an S1. It could be pipedream bullshit.

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