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I still don't think it's clear whether they will open up existing stations, or only start including CCS plugs on new stations that receive public funding for. Wouldn't surprise me if it's the latter, as retrofitting existing stations is a huge pain. The way I understand the law, I don't think...

The hotspot isn't an expense for them, it just transmits the data the truck is receiving so other devices can connect. You either have data coming in (which you'll have to pay for) and can use the hotspot or you don't have data and thus don't have a hotspot. In the latter case, you can still...

It absolutely will, that's standard industry practice going back 15 years. The question is whether they break that out as a separate package or just have a single Membership package. I have a feeling they will break it out separately, because the take rate on that will be way higher than the...

They learned a hard lesson about giving 70,000 people free purchase options that ended up being very valuable, with many exercising them for handsome profit and making them look silly, so not doing that again. I think the entire industry will go this way as the legacy makers shed the...

To be clear, there were two primary categories of subscription revenue laid out in the S1. One was autonomous driving features, and it was by far the larger of the two in potential revenue. It was projected at a potential of $10k over a vehicle lifespan (10 years was the assumption used)...

If someone said they would buy your house and all other personal possessions in 2025, would you give them a price today? I know I wouldn't.

They aren't taking orders, they are taking a survey of how many people are interested at what prices. When they run out of backlog orders to fill at agreed upon prices, they'll review the survey information and tell people what it will cost them.

Right, I wasn't speaking to the company goals. These moves were made so that they wouldn't have to slow down the rest of the year to incorporate OC with the light wood they couldn't get right, and then Explore would have slowed them down in 2023. They've been on track to meet the 25k goal, and...

That's what I'm saying, you will move up in absolute terms if you go from Explore to Adventure. But where you land will be exactly where you would have been had you been Adventure all along (other than scenario in which you already would have taken delivery). So, with some variability, when they...

I think the data on net orders still clearly shows that demand is coming in faster than supply going out (that's literally what it shows). That demand (new orders) does nothing for them until they can convert to revenue. They want to increase supply, so that they can maximize revenue and push...

This change considerably improves odds you take delivery this year (from zero to possible), in which case you don't have to worry about IRS interpretation of the contracts signed last week, which is valuable.

I don't think it's a bug, they just had to cut it off somewhere and anything north of 4 is both rare and not useful. The trip simply takes total miles driven divided by total energy used, so no effect whatsoever there. If anything, the 15 min number is really not even accurate/valid, because...

Optimistic way to look at it is your delivery date is moving up and you'll definitely get a Rivian. Ultimately, it likely won't end up costing you much of anything, because it will also be worth more (perhaps additional interest). Price does not equal cost, unless you plan to be buried in it.

I mean, it's cancelled with no indication of returning. I suppose they'll see what data tells them with these reconfigures, but my guess is they don't NEED to figure out the light wood.

That's an interesting take, what's the basis for that??? Seems like culling the herd (particularly the low end of the price spectrum) wouldn't be the smart move if that were true. All signs point to demand continuing to outpace supply, as evidenced by the fact that their net orders are growing...

Isn't that what the agreement last week was for, so you didn't have to worry about the price for the tax credit??

Max Pack folks sweating bullets as they should be....

FYI, for those that want more color on the changes to OC and Explore, directly from Tony Caravano.

Pretty sure those emails did go out, even if a few minutes after the website was updated.

Also, to be clear, you don't have to get the BM wood with OC. That will just be available first, and a new design revealed later this year for delveries early next year.