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DuoRivian

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I thought things slowed down somewhat as Rivian added R2 lines to Illinois plant. I’m not saying they’re going to stop making R1 or EDV.
There was a stoppage in 2025 when they finished the expansion as they were linking the R2 general assembly area to the main plant (battery and paint which are shared services for all vehicles).
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VandalSibs

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There was a stoppage in 2025 when they finished the expansion as they were linking the R2 general assembly area to the main plant (battery and paint which are shared services for all vehicles).
Doe they share battery lines too? I would figure they would still be separate as the cell sizes are totally different between R1 and R2.
 

savethemanual

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I know a lot of shit gets talked about Tesla on these forums, but there are over 100,000 engineers, designers, workers, etc. that made Tesla what it is today, not just one guy that sits at the top. My hope is that as Rivian grows that talent will migrate.
Yeah, but it's that one guy at the top who let Tesla rest on it's laurels while others quickly caught up and passed them with better technology and designs....oh and lets not forget his foray into politics. Huge no no for a CEO of ANY public company.
 

DuoRivian

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Doe they share battery lines too? I would figure they would still be separate as the cell sizes are totally different between R1 and R2.
From searching they talk about a drive and battery shop. They mange different pack sizes now for R1 and EDV so not beyond reasonable for them to add R2 packs and assembly in that dedicated facility. General assembly was the big new addition that involved the building work in late 2024 and into 2025.
 

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From searching they talk about a drive and battery shop. They mange different pack sizes now for R1 and EDV so not beyond reasonable for them to add R2 packs and assembly in that dedicated facility.
Didn't realize the battery part of things wasn't part of the line, essentially. Makes since though, esp. if you are planning on having different lines for different models in the future that you could allow the battery shop be it's own thing.

Just proves that I'm no expert on manufacturing!
 

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Gen(R3)Xer

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Doe they share battery lines too? I would figure they would still be separate as the cell sizes are totally different between R1 and R2.
That’s true. I think the R1 batteries are 2170 cells and the R2/R3 batteries are 4695 cells with a structural battery pack.
 

Gen(R3)Xer

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Leasing Model 3 until R3X comes out, but now I have an R2 reservation as well.
Didn't realize the battery part of things wasn't part of the line, essentially. Makes since though, esp. if you are planning on having different lines for different models in the future that you could allow the battery shop be it's own thing.

Just proves that I'm no expert on manufacturing!
We’re all learning. It seems like manufacturing a vehicle is an extremely complicated and expensive endeavor. Assembly, paint shops, battery manufacturing, etc.
 

Gen(R3)Xer

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Leasing Model 3 until R3X comes out, but now I have an R2 reservation as well.
Yeah, but it's that one guy at the top who let Tesla rest on it's laurels while others quickly caught up and passed them with better technology and designs....oh and lets not forget his foray into politics. Huge no no for a CEO of ANY public company.
I agree. I don’t think any CEO should be involved in politics unless it involves furthering the company, like Rivian fighting dealership laws in Washington state. Our country is so divided. Why would you want to alienate 50% of your potential customer base?

On a side note, a sizable portion of Tesla’s employees wrote an open letter asking the board to remove him. Of course he has everyone on the board in his pocket, but it goes to show you that many Tesla employees want to work elsewhere. They just need a place to move to. Once Rivian gets larger you might see more movement. Lots of great engineers out there. Just my two cents.
 
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Motoarzon

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The R2 will be Rivian's Savior and bring them to the next level. This is similar to Tesla struggling for years with the Model S & X. They knew the Model 3 would either make or break the company. Since the launch of the Model 3 7yrs ago Tesla has went to the moon in sheer volume, revenue and profitability. As per actual real metrics the guy at the helm steering the ship was obviously doing something right.
I think the R2 will be a huge success and squeeze out a lot of "gas legacy" competitors. profitability should be achieved in 1-2yrs.
 

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...On a side note, a sizable portion of Tesla’s employees wrote an open letter asking the board to remove him. Of course he has everyone on the board in his pocket, but it goes to show you that many Tesla employees want to work elsewhere...
This might be one interpretation. Another is if the board got rid of Elon, they know that Tesla would be valued as just another EV company and be worth less than Ford or GM, and certainly nothing near $100B, let alone $1.3T.

The employees want Elon to stop because their RSU and grants were tanking at the time. Since then, no such talk for now.
 

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savethemanual

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This might be one interpretation. Another is if the board got rid of Elon, they know that Tesla would be valued as just another EV company and be worth less than Ford or GM, and certainly nothing near $100B, let alone $1.3T.

The employees want Elon to stop because their RSU and grants were tanking at the time. Since then, no such talk for now.
Exactly. TSLA is meme stock that’s way overpriced.
 

mkg3

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Exactly. TSLA is meme stock that’s way overpriced.
That's not what I said. Rather, without Elon, it's just an EV company and with Elon, it's a tech company inventing their own future as time goes on with growth.

You don't have to agree with me, the market does given its value and there are too many institutional holders to be a meme stock.

As for being overpriced, its worth what some is willing to pay for, right?
 

JRock

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When the Model 3 and Model Y came out things went through the roof for Tesla. Literally! They started making Model 3’s in the parking lot under a tent due to demand. Once they went mass-market they grew into the juggernaut they are today. They still produce over 350,000 vehicles per quarter.

The CyberTruck was their first financial flop, because it didn’t come out until 7 years after it was announced and it was twice the price that was promised. I’m sure Elon’s behavior, associations, political nonsense, and early recalls didn’t help.

The designs of the Model 3 and Y were refreshed in recent years, but the profiles of both vehicles are nearly identical to what they were back in 2017. They’re long-in-the tooth, as they say. Not to mention Elon is forcing the company away from automotive and toward autonomous vehicles, robots, and AI.

I know a lot of shit gets talked about Tesla on these forums, but there are over 100,000 engineers, designers, workers, etc. that made Tesla what it is today, not just one guy that sits at the top. My hope is that as Rivian grows that talent will migrate.
It’s worth noting that the Cybertruck was Musk’s one design foray and it’s been a massive flop. And yes, his personal behavior makes the value of that company a real head scratcher, but in my humble opinion, it also makes the stock value very risky. I see it as a mile wide and an inch deep. When it tanks, it’s going to happen very fast.
 

Gen(R3)Xer

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It’s worth noting that the Cybertruck was Musk’s one design foray and it’s been a massive flop. And yes, his personal behavior makes the value of that company a real head scratcher, but in my humble opinion, it also makes the stock value very risky. I see it as a mile wide and an inch deep. When it tanks, it’s going to happen very fast.
I’m surprised it hasn’t tanked already. Now there are rumors that Tesla is floating the idea of an affordable drivable EV, AGAIN. I personally think it’s just to goose the stock. Although as of posting this the stock is back up over $400 due to this Terafab chip plant business. The stock market is based on speculation plain and simple, not actual things being built and sold. It’s crazy.
 

BigSkies

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I agree. I don’t think any CEO should be involved in politics unless it involves furthering the company, like Rivian fighting dealership laws in Washington state. Our country is so divided. Why would you want to alienate 50% of your potential customer base?

On a side note, a sizable portion of Tesla’s employees wrote an open letter asking the board to remove him. Of course he has everyone on the board in his pocket, but it goes to show you that many Tesla employees want to work elsewhere. They just need a place to move to. Once Rivian gets larger you might see more movement. Lots of great engineers out there. Just my two cents.
My wife's previous work involved working with a bunch of former Tesla employees.

Per her telling, the absolute "best and brightest" in the industry all wanted to work at Tesla until maybe 2019 or 2020ish. These are the VP's, Director's, and Engineers that could walk into any carmaker and have a job in 24 hours. GM, Ford, etc couldn't create an offer compelling enough for any of these people to move from Tesla.

Starting around 2021, this group started moving heavily to the EV startups like Rivian and Lucid, and some started their own companies.

Then around 2023 a good number saw what GM and Ford were doing and found those companies compelling.

I haven't heard anything more recent, but I suspect Tesla has turned into a similar employment environment to Amazon. People go to work there for a few years to build up their resume so they can get the job they really want.
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