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Aren't all the deep dives from both ends being done with publicly available information, including your side of the argument? -- Which would mean that your opinion wouldn't be cutting it either? In my opinion, we don't need internal numbers to determine if the amount of money spent on the...

I'm convinced that if they were to take the budget for just one of those Rivian Spaces and put it toward weekly events at different venues/locations, there would be a ton of money left over. There are way better and more efficient ways to market. Imagine a Rivian event of some kind happening...

I think they'll survive too. As for the Rivian Spaces though I think that's a huge waste of money where they could be better allocating those funds to Service Centers where we need it the most right now. Imagine what the annual operating costs are for these spaces? Especially in the bigger...

Figured I'd mix it up a little and do something different from the norm. This is a deep topic with many layers and it'll be interesting to see the results as it populates.

Pretty good plan. Thanks. Glad it brought some value. When I was asked this the first time it really made me think, "Huh...hmmm, this is a good one," but after the second person asked on a completely different occasion then it really-really made me think. Yikes and that Tesla price drop. I...

Q3 was the Voucher quarter. Q4 was coined to be the true test, but things have shifted. Will Q4 produce enough organic sales? Thoughts? At a cash burn rate of $5B a year, how much time does that buy us? (Rhetorical on purpose as there's an answer to this.) Nice to see an example of it being...

Some screenshots from the video: RJ did say that Q1 would be rocky, but despite that the take away is that Q3 fell short regardless. The gap has shortened, but will it converge in time?

Rivian's Road Ahead: Is the Adventure Predictable or Risky? [Where do you honestly see Rivian in the near future?] =0===0= First of all, let's just all remember that we're on the same team. We want Rivian to succeed. This is a hot topic and from combing through the threads, there are...

I hope that we get to the R2 as well, but in order to get there certain things need to play out to even make that a reality. Somehow, I think Rivian will be able to pull a rabbit out of the hat, just some how like Tesla did with the Model 3. Correct about what RJ said, "we will be, we will...

I think the problem here is that you're not seeing the big picture. Of course mistakes are made, we're all human, but that's beside the point. Claiming to hit 57,000 units, claiming to be net positive in profitability by years end, falling short on Q3 deliveries even with the boost from voucher...

I'm well aware of B2B sales and how it works thanks. Everything you're stating is obvious. Of course Ford and Tesla purchase at a higher volume. Rivian is nowhere near the size of even their pinky toe. I think you're missing the point here. So what you're saying is that Rivian never planned to...

The reference to Ford and Tesla was to show an example of how unlikely a mistake of this magnitude would occur with them. Exactly what Rivian is "claiming" is what I and others call B.S. Short by 2x? Come on. Give me a break. To be off by that much? That's completely fine if this all makes...

True, between the two examples here though the Quad is quite a bit ahead, even more so with conserve mode. I never put too much stock into EPA numbers, rather just state them for a rough estimate / paper specs. Tesla is a prime example of over inflating paper spec king, while HMG & Mercedes...

I told them to go for the Quad as well.

Looking good! Can you post a pic with it on max ride height? ?

I was asked about this on two different occasions from two different people so I thought I'd share my thoughts. It's an interesting one. I did recommend going with a particular one for both of them. [~$65K - $75K for a used Gen 1 R1S Quad Motor] or [~75,900* for a new Gen 2 Dual Standard]? So...

Speechless. This is a demand issue. Work the numbers using the hard data that we have and see if it makes sense. It's amazing how powerful spinning up a story can be to use as an excuse card. Tesla, Ford among others also use Essex parts. Let's see if they'll claim to have a parts shortage...

It's annoying, because it's all about the money and greed first, before logic comes into the picture with a lot of things corporate related. Liquid gold (oil) has been crucial for mankind both for survival and development in general, but there's no excuse to not put more effort into...

Nice! It's amazing how large these plants are. When I drive by Tesla's Factory in Austin, it feels like it never ends. Same with some of these Amazon warehouses.

You're spot on my friend. This is a demand problem, but the confusion comes from the conveniently timed & crafted excuse of trying to pin it on a supply issue. Some people have a hard time understanding that even despite the boost from the voucher holders, Rivian still missed the mark. So the...