If the basis of your argument was correct that people won't pay premium or even similar prices for Rivian vehicles, then Rivian wouldn't be on track to sell 40k vehicles in 2025, most of them R1s at price points ranging from ~$75k to $125k+. There are plenty of established brand luxury ICE...
I am somewhat bemused by the angst being expressed by multiple posters regarding demand for R2 and its pricing. Don't people look at MSRPs and specs for any other vehicles to put things in perspective?
Some ICE examples.
Honda Pilot 2025 starting prices Sport/EX-L 2WD from $40.2k to $45.4k...
Why will the Ford/GM strategy influence/take away sales of R1? Which of their vehicle models? If your comment was reference R2 then Rivian are unlikely to be selling high numbers of R2 before 2H26, even if R2 starts ramping production in 1Q26. I hope they are able to ramp aggressively in 2Q26...
There's another component to add to the list.
4. Rivian also know what purchase run rate they have had for people buying R1 rather than leasing. Buyers haven't had a tax credit, so won't have pulled forward purchases for incentive reasons and their purchase won't be influenced by a tax credit...
Yes, I saw another thread in this section where someone detailed their use of Signergy with a Rivian R1 as an expansion to their existing solar plus battery system. The Signergy solution works but the standards based solution, formally endorsed by the EV manufacturer, using a meter collar seems...
Remember the audience for CNBC though, its supposed to be a show for the investment community. Hence the questions are deliberately pointed about perceived risks for Rivian and the EV market because there's a lot of negative perception at the moment, including a number of frequent posters on...
I have a different take on the CNBC video. Its better that these negative questions are asked in this interview and in others and that RJ gets to answer and counter negative perspectives, especially with positive statements. If Phil LeBeau, CNBC's Auto and Airline reporter, didn't ask these...
The latest Enphase bi-directional charger has a few differences.
Its now standards based. As I understand it a critical one, NEMA EVSE 40011, was only finalized in early in 2025. I suspect waiting for standards is what has been delaying bi-directional charging from a number of potential...
Is R1 history relevant to the introduction of R2 though?
Rivian was a very different company at that time, with far less experience. That lack of experience was also combined with the huge COVID dislocation of industry, where China IIRC only finally lifted its draconian shutdowns/lockdowns in...
Depends what is meant by "coming" but I doubt RJ says "early 2026" if he's expecting it to be 2Q26. I just don't see any upside in him suggesting something earlier if it isn't the case, particularly in an informal interview. However, he's unlikely to formally state anything other than 1H26 in...
Thanks for posting the Enphase info, I hadn't seen it previously. I read the July 2025 whitepaper they published and if I read it correctly then it looks like the Enphase charger will only support DC from the car. My understanding is the R2 will be an AC only supply from the car, so maybe an...
Vampire drain ... looks like you have a whole coven based on that consumption! :D
More seriously, for reference I live in SE San Jose in a ~3000 sq ft house and my average daily consumption at this time of year from the last PG&E bill (7/16 to 8/13) is less than 10 kWh/day. That includes...
My post was pointing out that the industry in general seems to have been waiting for a standard, my post wasn't specific to Rivian. Enphase has also been promising bidirectional charging capability as part of their solar + energy storage solution for a while, with nothing coming to market so...
The lack of progress on V2L/H/G, at least in the US, was probably because everyone was waiting for a formal standard in order to provide a universal solution that would also facilitate smooth permitting and approvals; NEMA published such a standard, NEMA EVSE 40011-2024, on January 16, 2025. If...
Is it motivation or current priority? You may be correct, but R2 isn't likely to have any Mobileye technology, why would it since Rivian are migrating to the in-house solution and Mobileye would be extra cost they don't want. This means Rivian's priority at the moment has to be on developing the...
Definitely a valid point. A system with solar generation purely based on worst case energy demand, winter in my case, is going to be very inefficient in the shoulder seasons where my energy consumption is minimal and where PG&E credits for excess generation during the off-peak TOU are minimal...
My use case for a system like this is to primarily provide additional energy for house heat pump use in the winter and as insurance for a major power outage and gas service interruption, should they occur, such as a large earthquake event. As a retiree there may be many days when the vehicle...
BTW, for those interested, the table below for the new Toyota 4Runner models (likely similar price range to R2) provides some context regarding ground clearance for those planning a jaunt off road in an R2 and wondering if its enough versus an R1. The Trailhunter tire from the factory has an OD...
I doubt the expectation is that a Rivian would be continuously discharging at 20/24KW. The high power output is to meet a peak load condition occurring in the house as part of normal home energy demand cycle while minimizing or eliminating grid energy consumption.
Consider the following...