jemkewl
Well-Known Member
Autonomous driving through the trails is what sells. Clearly.I don’t know how anyone is seeing this announcement as anything other than a muddled mess of a strategic train wreck for Rivian (the company). Vertical tech integration by a company struggling with reliably getting baseline car features working. The way I read it:
1) Rivian just effectively announced they are giving up plans of being cash-flow positive / profitable in the foreseeable future - that ain’t happening with custom built silicon and autonomy platform
2) They are diluting their brand messaging at hyperspeed - being all in on driverless pods isn’t exactly super compelling for adventure buyers. Tradeoffs of the “adventure” tuned suspension will limit inroads in the $80K+ luxury SUV market. Not sure who they are selling to.
3) Product positioning of R1S Gen 2 vs R2 Gen 1 vs R2 Gen 2 make absolutely no sense - who is going to pay for a R2 Gen 1 platform that is effectively end of life literally at launch? Why have your $100K+ halo 3-row SUV basically on an EoL autonomy platform 18 months after a Gen 2 refresh
4) You would have to be out of your mind to buy into Rivian having a hope of L4 autonomy within 3 years of R2 release (2029, a typical lease length). They haven’t even caught up to where good L2 systems were in 2022 yet.
My truck still hauls the family, groceries, 4x8 sheets plywood, mountain bikes, and @$$...dont understand how my truck is outdated.
If there was a quieter cabin, better UX, USB audio, improved range, larger battery, or something like that, maybe then I could understand.
After being in the recent jupiter model y with FSD, I find this Rivian event comical if this is where they want to take their focus. But I guess they need to have AI to make the news.
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