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Let's all just rejoice in the fact that we've narrowed down the list of complaints on a startup EV company's first product to include number and placement of cup holders. We made it.

The consistent information given regarding DCFC has always and continues to be 140 miles in 20 minutes. That equates to an average charge rate of about 175kw over 58kwh of battery or 43%, and frankly matters far more than a single kwh peak charge rate anyway. The likely explanation is that all...

I did, but I was responding to the first paragraph. What does your conclusion have to do with the previous statement? Person A: "I think people overlook FDR's handicap when they laud his achievements in office. By all accounts, Teddy would have wiped the floor with him in a fight." Otherwise...

It's just the typical technology adoption curve. The comments you're seeing are the skeptics, which typically represent the last 15-20% of the adoption. Basically, once they are overwhelmed by 8 out of 10 people being on the other side they finally put down their defenses and give in. In this...

Why should the ability to take delivery quickly be a factor in awarding the best vehicle? By that logic, the least desirable vehicle should win because a dealer would pay you to tow it off their lot.

I honestly am not confident that they understand the difference between the vehicle capability and the RAN charger capability. No one should buy the Rivian based on the expectation it will be capable of 800v level DCFC speeds until Rivian unequivocally says that it will. If it were, it would...

Lariat Premium starts at $80k according to this leak. XLT with ER probably north $60k once you add the larger battery. The elephant in the room is that, despite Ford not formally saying what battery sizes they are, it's been estimated through AC charging claims that the 300mi ER is a 180kwh...

I'd like to see his calculus on the statement of it saving $100/mi in operating cost vs. a STI. Now that's some serious the more you drive the more you save.

As drafted, it is bad for Rivian relative to the status quo, as it cuts out MSRP over $80k (Max Pack) and high-income buyers, while also providing a significant cost advantage to competitors. They would likely be on board for the added incentive becoming all US made while keeping the MSRP and...

I've seen one that thinks the 100k order is stale and it will end up being 300k by 2025/2026. I could see the initial order just being for the US because they knew they had the capacity to fill it in Normal, and that as soon as they announce a UK/EU plant, they add an order for that region. I...

Agreed, just get what you want. A year from now you won't really care about when you finally took delivery as much as you will about the color/options you'll look at and enjoy for the next several years.

I've already done the math/modeling. Now, they very well may decide to do it anyway because of market valuations. However, it would not be well received to go back to the well within 12 months of the IPO, it would signal either a) poor planning/execution (unless there are new developments not...

The R1S will garner significantly more premium than the truck I think. There are market comps to support it garnering $125k (Escalade), whereas the R1T would be out on its own at that pricing (not that it won't). Basically, the MSRP should have been $10k+ more (instead of $2.5k) for the R1S than...

They will have to raise capital, probably in 2024. Current cash on hand should last them through 2023 and into 2024. They are probably at least five years away from being profitable before cap ex and a decade+ away from self-funding the business.

It's not linear, it's increasing production # at an increasing rate through 2022 into 2023. If you made it less linear (more exponential), it would push even more deliveries out further, not move them up. The Q4 2023 production number is fixed, so making it more exponential just flattens out 2022.

This is why it doesn't matter who is getting the vehicles - they are deemed customers part of the total order pool, and so whoever gets one means they are one closer to me getting mine. They were always going to have to give the early production to someone, and they chose to give them to...

You're not factoring in the time to ramp up production. Below is an approximation of what I'd expect if everything goes according to "plan" without disruption. This would coincide with delivering on the LE by September, plus starting the non-LE sometime in late Q2 probably. This has them at full...

They will. If they only reported on things through 9/30, the call would last five minutes. The majority of the call will be forward-looking as the quarterly results are irrelevant, so they'll talk about production and preorder volume.

Lucid provided an update that was current as of their earnings call, which is why I assume Rivian will do the same. Not everything discussed/provided has to be cut off as of the end of the quarter. Also, valuation changes (not stock price) of the company are primarily driven by preorders and...

To help pass the time, I thought it would be interesting to see what people think regarding total order growth since IPO. As a reminder of background, they reported total preorders of 48,390 as of 9/30 and updated to 55,400 as of 10/31.