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

[RWerksman]

I think that item 1 and 2 are probably not really a thing that can happen. They can SWAG it (like my sofa... I was told "Dec" and then "Yeah.. how does April sound?"). So, "reasonable" targets will be kind of up to how you interpret their SWAG. Who is to say that when they said "October deliveries for folks!" was not a reasonable target, and then things went pear shaped.

How about an airplane boarding approach? You are in group 6 of 8. We are now boarding group 1. We believe that we'll board everyone by Spring of 2022 2023.

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[Bumble1978]

If that is the standard then the award should go to Tesla. Rivian's purpose will be to satisfy the investors, be certain of that. All the manufacturers below are delivering cars now, today and therefor are having a climate impact even though most still make ICE.

Tesla
Ford
Volkswagen
Hyundai
Kia
Chevy/GM
Nissan
Polestar
Neo
Xpeng
Mini
BMW
Volvo
Jaguar
Porsche
Audi
There are probably many more that I missed but the answer is clear. There is only one chance to make a first impression. People always remember their first kiss, their first child's birth, their first car... If the first kiss results in a chipped tooth, the dr. drops your child, the first car constantly leaves them stranded then those memories are forever too. Their first Rivian? There's a lot of disappointment here, justifiably. I would have much less of that if Rivian management kept "their" promise to communicate. It's not that hard. This feels like we are unimportant outsiders. There will be other players soon enough and The Rivian Team need to establish a good foundation of trust and competence to compete in what will be a hot segment. I can forgive the delay...again. It's getting much harder to forgive the managerial blind foolishness to those wishing to support an unknown start-up. Think carefully about the IPO, remember the tech bubble...

Fair point taken. Though I was thinking non automotive businesses/corporations in general.

 

[Shzeph]

Holllllllly moly. Look, people, the fact of the matter is that this is a delay for a single customer. That’s it. Nobody else has come forward to say their delivery date was also pushed (at least at the time of me writing this)

Is Rivian bad at communicating? Yes, but that horse has been beaten all the way to the core of the Earth at this point

Does it suck for Godfodder that his truck is now delayed? Absolutely

But a single point of data does not a line make. Literally everything past “Godfodder’s truck is delayed” is pure speculation. Now if myself and AdamL and others come back in a week with the same news, then we can say there’s a trend

Right now tho? I think we’re all being a weeeeeee little bit dramatic about the implications of this singular delay

 

[yizzung]

I'm okay with waiting longer, but It's surprising to me they'd rush to launch the IPO at a time when all of their orders are getting delayed.

Where is this information coming from? I believe it was the OP who had suggested that his individual delivery had been moved. How do we know it wasn't just his paint color or rim selection? Not being snarky but I'm trying to understand how we now know that all orders are now delayed other than a post on an anonymous message board?

 

[godfodder0901]

Holllllllly moly. Look, people, the fact of the matter is that this is a delay for a single customer. That’s it. Nobody else has come forward to say their delivery date was also pushed (at least at the time of me writing this)

Is Rivian bad at communicating? Yes, but that horse has been beaten all the way to the core of the Earth at this point

Does it suck for Godfodder that his truck is now delayed? Absolutely

But a single point of data does not a line make. Literally everything past “Godfodder’s truck is delayed” is pure speculation. Now if myself and AdamL and others come back in a week with the same news, then we can say there’s a trend

Right now tho? I think we’re all being a weeeeeee little bit dramatic about the implications of this singular delay

Agreed. I was just trying to do what Rivian has failed to do so far... give ya'll a heads up of potential issues you may face.

 

[Dbeglor]

Where is this information coming from? I believe it was the OP who had suggested that his individual delivery had been moved. How do we know it wasn't just his paint color or rim selection? Not being snarky but I'm trying to understand how we now know that all orders are now delayed other than a post on an anonymous message board?

 

[yizzung]

Holllllllly moly. Look, people, the fact of the matter is that this is a delay for a single customer. That’s it. Nobody else has come forward to say their delivery date was also pushed (at least at the time of me writing this)

Is Rivian bad at communicating? Yes, but that horse has been beaten all the way to the core of the Earth at this point

Does it suck for Godfodder that his truck is now delayed? Absolutely

But a single point of data does not a line make. Literally everything past “Godfodder’s truck is delayed” is pure speculation. Now if myself and AdamL and others come back in a week with the same news, then we can say there’s a trend

Right now tho? I think we’re all being a weeeeeee little bit dramatic about the implications of this singular delay

100%. It's a combo of (a) people who have legit orders and are rightfully grumpy about yet another delay, (b) people who have a distorted sense of entitlement and (c) random trolls who probably don't have orders and just want to show up and **** on Rivian for kicks. The whole thing is turning into a drag. Probably time to take a long break from here and get ready for my test drive next week!

 

[yizzung]

Case in point

Zero value add.

 

[godfodder0901]

Where is this information coming from? I believe it was the OP who had suggested that his individual delivery had been moved. How do we know it wasn't just his paint color or rim selection? Not being snarky but I'm trying to understand how we now know that all orders are now delayed other than a post on an anonymous message board?

My guide mentioned to me that his colleagues have made 'several' of these calls and I was just his first. I agree that we don't need to assume that ALL orders are delayed, but to assume that a SINGULAR order was impacted by supply chain issues? Equally non-realistic IMHO.

 

[RWerksman]

My guide mentioned to me that his colleagues have made 'several' of these calls and I was just his first. I agree that we don't need to assume that ALL orders are delayed, but to assume that a SINGULAR order was impacted by supply chain issues? Equally non-realistic IMHO.

People are up in arms because this appears to be a harbinger of future delays. It's exacerbated because we have no alternative possibility information and past communication issues / delays on Rivian's end.

It's a logical, probable conclusion.

 

[jjswan33]

My "history" LOL. You've been on this board for a month...

Please enlighten the crowd with your corporate strategy tips for capturing TAM when the warehouse is full of air? When you have 50K orders and nothing to hand over to the customer? What is that formula? I'll wait. Is it MORE communication about how the warehouse is still full of air and there's still nothing arriving in your driveway this week or next?

You don't have a (good) answer because there isn't a solution, other than to build as fast as you can before your competitors take the share. That's exactly what is happening, we assume. It's just not fast enough for SOME people around here (who strangely keep saying that they're totally fed up but never seem to leave and never seem to ask for their deposits back and mostly just complain).

You act like we're in this fantasy world where there are ten other comparable options out there but those options are either existing ICE or vaporware. You're completely failing to understand the CURRENT power structure: Rivian has some (because they've crafted a thing that many people seem to really want) and you/I individually have very little (because you/I represent at this stage only the potential of revenue, not actualized revenue).

Rivian knows that some people are going to cancel. 50K pre-orders are not going to convert into 50K sales. They've modeled this extensively. Every sneak peak, test drive, Motor Trend article, employee shipment, etc. is designed to keep as many of those pre-order holders hanging on.

But some are going to drop. That's reality. They aren't going to be surprised. Or sad. Or beg you to get back in line. They aren't stupid. I'm sure they are mystified that some people have been waiting for 3+ years. I'm sure they would have loved to satisfy that demand last year, year before last. They can't yet. That's reality.

Do you remember the years of people lining up outside in the rain, waiting days to get a new iPhone? Do you remember the Samsung commercials making fun of those people? It's the same thing. All of those people could have gotten out of line and walked across the street to the T-mobile and avoided the whole deal.

If people are so miserable in this line, just get out of the line. Instead some people would rather stay in the line but constantly remind everyone around them about the injustice of it all. It's boring. Rivian knows exactly how many people have gotten out of the line and they also know how many have eagerly stepped into the back of it. They aren't stupid.

(Spoiler alert: Apple seems to have done ok making people wait in the rain...) Rant over.

Yep... called that one.

Still the point I was making is that Rivian would absolutely care if 50% of their orders canceled today, yes they would replace them with new orders but potential customers would be lost. Yes some pre-orders will not be completed but Rivian will still have a goal to limit that as much as possible.

Disclaimer: I didn't read your whole rant cuz who has time for that ?‍

 

[yizzung]

Yep... called that one.

Still the point I was making is that Rivian would absolutely care if 50% of their orders canceled today, yes they would replace them with new orders but potential customers would be lost. Yes some pre-orders will not be completed but Rivian will still have a goal to limit that as much as possible.

Disclaimer: I didn't read your whole rant cuz who has time for that ?‍

Not you. Too busy stirring the pot to try to learn something.

 

[yizzung]

People are up in arms because this appears to be a harbinger of future delays. It's exacerbated because we have no alternative possibility information and past communication issues / delays on Rivian's end.

It's a logical, probable conclusion.

It very well could be. People are up in arms when they don’t hear anything and up in arms when they finally hear about reality which makes you wonder why they were up in arms about not hearing anything. Ignorance is bliss.

 

[Friscorays]

Bummer about March 1, 2022.

 

[yizzung]

I don't know. It made me smile which was of some value to me.

Fair enough. Redacted.

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