New Delivery Delay Confirmed - My R1T Delivery Pushed From October to end of February, 2022.

[R_1_T]

I would expect price increases are on the horizon

Rivian is anything but MOST companies.

How many companies can you count one one hand who's sole purpose is to change, let alone help save the world?!? ??

It's starting to get a cultish, Tesla-like vibe in here...

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[Diddy123]

This post has really devolved into conjecture and conspiracy theories and should be moved to Facebook, Reddit, Twitter or Nextdoor where such ”commentary” is more apropos.

No it hasn’t and no it shouldn’t. Discussing another potential delay is completely on topic.

Just stop reading the thread if the content doesn’t interest you.

 

[Dbeglor]

Um, because that’s what the company said was going to happen?

Come on, you're smarter than that. Why is this particular Guide example different from the ones in October that came and went? The guide never said it was going to happen, it was an estimate made several months ago that they didn't have the authority to change until they were told to. As the OP said, the Guide literally found out yesterday, which confirms the notion that they are at the very bottom of the food chain and certainly don't represent the "company". People need to stop taking as gospel anything they hear unless it's official corporate communications or in the SEC filings. Based on this thread alone, if I were RJ I'd nix the Guide contacts for this month because many of us aren't prepared to handle anything but guarantees. As a business they have handled this lead up to the IPO extremely well and I'm impressed.

Again, the OP certainly has the basis for complaint for being included in a guinea pig pilot program, and I empathize with them. But aside from that, nothing has changed for the rest of us.

 

[jjswan33]

Based on this thread alone, if I were RJ I'd nix the Guide contacts for this month because many of us aren't prepared to handle anything but guarantees.

So your suggestion is that RJ/Rivian blow through the previous commitment they made to contact all LE preorder holders by Thanksgiving?

Seems like a good way to improve the narrative being discussed here… ?

 

[kanundrum]

Rivian is anything but MOST companies.

How many companies can you count one one hand who's sole purpose is to change, let alone help save the world?!? ??

To play devils advocate, their goal is great but if they wanted to do so they would have started with a 800v/900v architecture making the vehicle future proof which in turn making less waste as people would keep their vehicles longer. Literally my only gripe, I wanted a 10+ year vehicle and I don't think it will be based off the one key thing that drives longevity.

*Note I know we are way past this, complaining about spilled milk LOL*

 

[Dbeglor]

So your suggestion is that RJ/Rivian blow through the previous commitment they made to contact all LE preorder holders by Thanksgiving?

Seems like a good way to improve the narrative being discussed here… ?

Not my suggestion, I said if I were him which it's good for us all that I'm not....

Which narrative are we talking about though, communication or the inability of Guides to provide guarantees? They probably will make mass contact, but I sure hope for their sake they don't throw out delivery estimates. I'd probably ask them not to tell me mine and don't call back until they need payment.

 

[sevengroove]

Again, the OP certainly has the basis for complaint for being included in a guinea pig pilot program, and I empathize with them. But aside from that, nothing has changed for the rest of us.

Have to disagree on the last point. If OP's order is delayed, then that pushes our orders further down the line too.

 

[paariv]

This post has really devolved into conjecture and conspiracy theories and should be moved to Facebook, Reddit, Twitter or Nextdoor where such ”commentary” is more apropos.

Completely bizarre response.

Is there conjecture in this thread? Of course! But that’s because Rivian will not tell us anything, does not honestly communicate even with people who have delivery deadlines, and pretends everything is going smoothly when it’s plainly not. It’s not conjecture or conspiracy to point this out.

People have to feel their way around in the dark and guess about the real situation in the absence of actual facts. I’m not sure what else you expect to find on a board dedicated to an unreleased product with no reliable go-to-market timelines, but it’s gonna be this until Rivian addresses the situation…

 

[Atlrivian]

Yep. Tesla never had any delays OVER AND OVER AND OVER. Pretty sure their stock has tanked and they will be bankrupt soon.

I think that's an unfair comparison. For whatever reason Elon has gotten a pass on what would be "normal" corporate norms. Tesla is valued far beyond what normal financial metrics should dictate. I would never assume similar treatment for RJ and Rivian. Also, for all intents and purposes they are a traditional automaker, and not technology company/rocket maker/AI company/energy company.

I would never assume investors would treat Rivian like the lucky 1% that gets to seemingly do whatever without consequence. Remember, since I'm strictly talking about the Market, and Tesla's stock languished for years until they were more established and actually producing cars.

 

[MIG]

Yes, I was pleasantly surprised with how prompt DSP communication has been. And the setup experience with MS was pleasant and error-free.

Rivian has demonstrated they can do a great job when they want/need to. Are they stretched too thin and all their focus is on the IPO so the rest suffers? Or is the IPO team just awesome and some of them need to be reallocated to comms, after the IPO completes?

The IPO process is highly regulated. Morgan Stanley has served as underwriter and/or administrator for countless IPOs. Not their first rodeo. Rivian had little to do with it.

 

[Dbeglor]

Have to disagree on the last point. If OP's order is delayed, then that pushes our orders further down the line too.

What line are you referring to, the imaginary one you've had in your head or the official one that you're never been made privy to? I've made zero adjustment to my expectation of end of Spring.

The order at which they get from point A to point B is irrelevant to me and will likely change many times. Here are several things that can/did transpire that will cause individual/regional timelines to change while not changing the timeline as a whole:

- Deliveries for now require local infrastructure, which relies on construction of the spaces.
- Local hiring and training to effectively handle the logistics of deliveries.
- State registrations?

All of these things are happening in multiple cities at once, each progressing on their own timeline and subject to things out of their control and possible delays. So the order in which they are complete by city/area could/probably has shifted. This is likely why they have not said which cities they will start with, because they didn't know the answer.

So, if you are in the same area as OP and with a similar config, and were optimistically assuming based on his guide interaction that you might receive yours in December, then yes you should change your expectations. Otherwise, I highly recommend anchoring to the worst case based on official communications and go from there.

 

[RivianXpress]

Wasn't the next rebate similar to the old one for non union shops? It's not that likely to pass, but the old one would continue.

The new credit is currently written with MSRP limits for pickups and SUV’s that won’t allow many Rivian buyers to take advantage of it.

 

[R_1_T]

I didn't really want to take delivery in the winter, so that's one plus. I'm also expecting that supply chain issues will continue to worsen. I mean, where do we think Rivian is on Samsung SDI's customer priority list?

 

[Dbeglor]

Completely bizarre response.

Is there conjecture in this thread? Of course! But that’s because Rivian will not tell us anything, does not honestly communicate even with people who have delivery deadlines, and pretends everything is going smoothly when it’s plainly not. It’s not conjecture or conspiracy to point this out.

People have to feel their way around in the dark and guess about the real situation in the absence of actual facts. I’m not sure what else you expect to find on a board dedicated to an unreleased product with no reliable go-to-market timelines, but it’s gonna be this until Rivian addresses the situation…

But that’s because Rivian will not tell us anything, does not honestly communicate even with people who have delivery deadlines estimates.

People have to choose to feel their way around in the dark and guess about the real situation in the absence of actual facts.

Just doing some clean up, proceed.

 

[Zoidz]

There's a lot of emotion, speculation and accusations of incompetence at Rivian in this thread. People are pissed, I get it. But step back and recognize a few things:

- Ford, GM, Apple - basically all manufacturers, large and small (6 months ago my brewery couldn't get a reliable supply of cans, now it's grain shipping constraints) - with tons of supply chain experience, relationships, contracts, etc. are being crushed by supply chain issues. Ford & GM are not communicating any better than Rivian regarding actual deliveries to their customers. All things considered, Is it reasonable to expect Rivian to do better?

- In this supply chain crunch, Rivian is at the top of the pyramid. If just one of their hundreds of suppliers gives Rivian bad information that causes an unexpected delay, who gets blamed by the people on this forum as being incompetent? Rivian. Having experienced these types of supply chain issues recently, it's highly likely that Rivian is being given bad/false component delivery information from their suppliers. Rivian plans a good faith production schedule, and then it all falls apart when the capacitor manufacturer runs out of tantalum compound, which delays infotainment circuit board assembly, which delays infotainment system delivery, which is delayed by shipping container constraints, then is delayed by ship availability, then is delayed by port unloading, then is delayed by trucker avaialability, which all delays the production schedule. This is not due to incompetence by Rivian.

I like Rivian, but I'm not a blind faith Rivian fanboy. I've seen and experienced issues like this myself. Have you? It sucks. The simple answer is that Rivian employees are doing everything they can to produce vehicles, but there's a supply chain obstacle at every turn. Just ask GM, Ford, Toyota, Apple,....

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