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Yeah, but actually they don’t have a negative contribution margin. If they had a negative CM, why would they want to scale up operations and produce more vehicles? That would just mean that they lose even more money. I wish people understood how this stuff actually works before they talk about it….

You did prove my point because Toyota has a ton of other businesses outside of auto manufacturing which is why their valuation is like 4 to 6 times larger than most other auto manufacturers. Convenient how you purposefully are ignoring it his important fact that I’ve explicitly called out...

1) those are hypothetical, we’ll see when they hit 1 million cars. They will for sure need the Georgia factory to do that and that factory may only just be getting to the point of full ramp in 5 years at the current pace (even that is aggressive). 2) of course you picked Toyota as a comp and...

yeah, but how do you expand that core competency further. Again, that’s great. They’ll be a successful player in the EV space, not questioning that. But there’s no expansion outside of that. And I don’t think that there needs to be. But people talking about going to the moon or some crazy...

I mean I own one. That’s why I’m here. I love it. Rivian will be a great manufacturer and a successful company. The cars do have good tech, but that doesn’t mean that you should treat their company as a tech growth stock. I mean look at other tech growth stocks - alphabet, Microsoft, Apple...

I still can’t believe people are investing in a car manufacturer like a tech growth stock. Crazy

I honestly think every spot makes more sense than where Tesla put theirs. I just prefer front driver because it’s right there when you get out of the car and it’s the easiest corner to navigate into tight charging spots when needed. The arguments for the two corners on the passenger side make...

That’s short-term thinking. Tesla is in the process of putting in longer cables that are center mounted. Honestly, front left is best in my opinion / experience

Idk have you heard about feature sets? This is usually how decisions are made. You don’t build a product to have every single feature available that every single person will want. You target a specific segment be build the features that are most important to them and price the produce...

nah, this is BS. Don’t buy this and pay to solve Tesla’s problem. If they’re supporting all EVs, they need to make their stalls support all EVs.

You’re not going to get meaningful amounts of time at 200 kW into that size of battery without 800v architecture. Also, it’s less about the peak speed and more about the average sustained speed. Rivian does not do a great job at sustaining charging speeds. Contrast that with an ID.4 and the...

There’s no reason that it should technically though. The problem is that the thermals / cooling just isn’t super great on the Rivian so the charge curve isn’t as good as it could be otherwise

Let me chime in here as another former ID.4 owner to say VW is trash and I will never buy anything they make ever again

I think he actually specified that he liked it for daily driving, but hated it for more performance oriented driving or off-roading

Since plug and charge from Tesla to non-Tesla uses the standardized protocol that EA also uses, does that mean that we can now plug and charge at EA as well?

The RFK dig in the setup was pretty good

If your car didn’t come with 1.3 from the factory, you never got it

You should try owning a Mach e as well. There was the initial BlueCruise rollout then the BlueCruise 1.3 rollout that turned into a BlueCruise 1.4 rollout that was promised in December and still is awaiting delivery today.

Personally, I don’t think you should buy auto stocks and expect them to perform like tech growth stocks. Rivian will pretty much always be limited to the auto segment because of their core competencies (and arguably only part of the auto segment due to their market niche). I think they’ll...

Orange / red - whatever for the R3X. I only saw the reveal video and noticed the R3X had the colored calipers. Didn’t notice anything for the R2 or R3, but good call on the close ups. My guess is that it will probably only be a top trim thing, same as with the Quads for R1