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The Rivian portable charger can actually pull 34a despite being rated for 32a. I plugged it into a Nema 10-30 dryer outlet using an adapter, and the vehicle defaults to 34a. It charged like that for a couple hours before I realized it and knocked it down to 24a. The outlet was definitely hot...

Software capabilities is another key differentiator between the two. Rivian's identity is based on this capability (tech company first, manufacturer second) and they have proven the ability to consistently add value. Volvo is an unknown on that front, but they will almost surely not match Rivian...

That's true, but we all know vehicle choices are not rational and solely about what you actually do with them, but rather what you want the world to think you do with them. That, and what you will use it for in the 1% use cases. If everyone bought vehicles purely based on need, smart cars would...

I see. Well SoC is going to be the other variable impacting regen availability, so it will vary based on that too. But, it does seem to confirm that Conserve does cut regen, which makes sense.

Lot of money for very little benefit....

Is there any reason to believe this would be done en masse, vs. just on an as needed basis? Seems like it's just a component that might not last as long as it should, which is different than a voluntary recall/customer service campaign. Seems as though the prudent course is to deal with it along...

Sure, but the point is a Legacy OEM would not have been able to do the same thing. The same task would have taken Audi, or Ford, etc. much longer to do. It would have required owners driving to the dealership and leaving their vehicle (because it's too busy to handle right then and there), etc.

The street specifically asked about it, and RJ highlighted the speed and efficiency with which they attacked it, and the advantages of the direct service model in doing so. In addition to the appreciated transparency with which they handled it.

they said 83% of vehicles are done and another 10% scheduled. I assume the remaining 7% are owners that are non-responsive.

Or, it's just because it doesn't matter anymore. Tesla doesn't report preorders, because all that matters is production and deliveries. They've proven demand, so continuing to report is just redundant and beating a dead horse.

Well, that's representative of the overall demand pool, which is also about 90% EV virgins. So not surprising.

2026 was just pushed from 2025 I believe...But the goal is to get to R2 ramp, so they would continue to pull levers to ensure that and there is nothing special about 2025.

They won't be making a profit until they ramp up the GA facility, which doesn't start until 2026. All of the investor scrutiny is whether they can make it until then with the cash on hand or if they will need to raise more.

No, this is separate from the trailer entirely. They added their own batteries in the frunk (2x 19ah or about 450wh total lithium) for powering auxiliary devices. If the OEM are indeed lead acid, that may give the answer, as they are not deep cycle and not well suited for running devices like...

Every earnings call is held after market close. It's probably a legal requirement.

Well, I guess by the same token, you have half the motors to slow the vehicle just like you have half the motors to accelerate it. So yes, the ability to slow the vehicle is greatly reduced in Conserve. I don't recall, but is roughly half of the regen section of the power meter greyed out just...

Gotcha. Camp Mode is not intended to address power usage while still utilizing the outlets. It's made for situations where you want to power down the entire vehicle and not have anything plugged in. The vehicle is not physically capable of running the invertor without having other systems on...

These things are not possible. You cannot power outlets and let the vehicle sleep. The former requires the vehicle not be asleep by nature. The power conserve Camp Mode option shuts down all outlets and you have to wake the vehicle and turn it off to use them.

It's actually even more pronounced. The fridge doesn't use an average of 50w, that's the max/surge draw when actively cooling. Depending on the ambient temp, the average draw is closer to 10-12w on 12v power. Yes, keeping the inverter on requires keeping a lot of other systems on, which all...

Camp Mode doesn't do what you think it does. There actually isn't a mode, it's a menu of several options. The options for power usage are Stay Off, Normal and Stay On. To conserve power, you'd select Stay Off, but that is counterproductive in this case because it shuts off the outlets. Normal...