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I think you'll see the whole industry move to direct sales in some form. Stellantis already is, in what they are referring to something like an agency model. You buy direct from them online, then the local dealers are there for delivery and post-sale customer service. I think they still get a...

And what's lost between the lines is that they shut the line down for a week and alluded to COVID staffing issues as well recently, so the path from 160 to 200 wasn't easy. As has been said, for the month January will almost surely be a drop from December, but then again, that's probably what...

You're confused. The 50/week figure is approximately what they have averaged since starting. Based on actual reported production data points, they were running at nearly 160/week between the earnings call in mid-December through the end of the year. So, what this story is saying is that since...

That number basically just annualized where they were last reported to be in late December. And so now, you're sticking to that prediction even if they are nearing an annual rate of 10k as of late January (and haven't started the R1S yet)? So, your basis is that the rest of the year on average...

I think he's meaning to say the total effective range (if he were to use 100% of the battery) he's seeing is 230-250mi in current conditions, regardless of what he charges to. You rarely ever find out exactly what the range is unless you run it down from 100 to 0%. Still good, and would...

I don't think people are (should be) disappointed it isn't achieving 800v speeds, the debate should be around what conditions were present that led to results being different from what Rivian has published regarding charging, which is 140mi in 20 mins (works out to average of about 175kw over...

Ehh, maybe. But remember, everyone who is long benefits from a lower stock price in the short term. They have little reason to support the share price right now when they are probably 18-24 months away from needing to raise capital. The share price at the end of 2023 will have little or nothing...

Well, they are in the same hood....

What's more interesting is that is corroborates what I've seen quoted elsewhere that the street, on average, is expected total deliveries of around 40,000 in 2022 (avg sales of around $3b and using average sales price of $75k). The range appears to be from 28k to 46k vehicles. That is total...

It's unrealistic to expect a startup with an average price of around $75k to have 200k reservations at all, much less one that isn't really out in the world in masse yet. I suspect Ford's number will get cut down quite a bit now that they released pricing that caught a lot of people off guard...

That's right, but I personally don't think they are actually building the R1S right now. There aren't any scheduled deliveries until March I believe, and I think the two produced in December were for final testing before finalizing the build specs.

Yes, but most, if not all, of their investment was made more than a year ago in private rounds. Even if it were the best thing to do financially, I can't see Ford holding on to the shares long term. The optics of holding a large stake in a competing manufacturer wouldn't sit well with...

You're not being forced, because you haven't bought the vehicle yet. It would be somewhat different if they offered CP/AA and didn't have a membership/data that they charged for, then one day said we no longer support CP/AA, but good news for $550/year you can get data in your vehicle. But...

No, the term walled gardens in this context meant the resistance to change, not a "closed ecosystem".

A car company can dictate whatever they want, because it's their car/product. Audio, NAV, etc. are no different than the seats, the wheels, the engine, or any other feature or component of the vehicle. This is our product and we hope you like it, that's it. Saying it's unreasonable is like...

Money really has nothing to do with it. I have CP on my vehicle and still pay $600/year for data because it provides stuff CP doesn't or does it in a better way (I use the native version of NAV and Amazon Music because they are better versions). I also never made a claim regarding...

I think you're kind of proving their point though. "I'm willing to venture outside of the walled garden, as long as I never actually leave the walled garden." You have to be willing to accept that outside the walls, you may never see some of the features you had inside of it ever again. Or you...

They're also redesigning it, including making a smaller version that is along the lines of a Maverick to Ranger size.

Umm......no that's patently false. The LE dates were given in late November, when the 7-day average case count in the US was about 75-85k/day and represented approximately the low point post Delta surge (so quite the opposite, the COVID environment was at its most positive since before the...

Surely you can realize that you are in the extreme minority with the level of variation in how you use climate control, and to expect a manufacturer to tailor to such an outlier use case is asking a bit much? I think it's useful to think about how as a business, nothing is done without thinking...