My contention is badging this as Gen 2. In todays software centric world, engineers are pushing 1,000s of changes daily and those companies aren’t touting those as major changes unless they have a generational change for the customer
Agreed that if you don’t have a Rivian and are looking to buy one, Gen 2 makes more sense. However, I’d argue the correct play would be to lease Gen 1 with the current lease incentives and re-evaluate where the broader market is in 3 years.
There are 4 EVs with a usable third row on the...
Internal changes that have a negligible impact are not generational to consumers. It’s good for Rivian long term while they scale their factory. However, the stock would’ve been much more volatile this week if this was a true generational release. The refresh reminds me a lot of the mid-cycle...
Most every thing from media outlets and car influencers about the refreshed R1s have been mostly positive. And, to be fair, many of the feature are incremental pluses.
However, I'm not buying into the marketing blitz and branding Rivian is trying to push by calling this a "new generation" of...
This project was all a veiled attempt to increase margins and we’re seeing that with the new trim levels and pricing structure. The improvements do not warrant the price increase but they’re marketing what every other auto dealer would call a mid cycle a refresh as a “new generation”. Sure if...
I appreciate the non biased synopsis. I am with you on what seems to be a strategic decision. However, I’m wondering if there is too much parity between the software on the different vehicles. Most mature companies would iterate but I’m wondering if Rivian created a specific engineering team to...
The refresh is upon us and seemingly confirmed for tomorrow. What are everyone’s final predictions of what’s going to happen. Below are things that are seemingly confirmed:
All but confirmed:
Exterior:
- slightly redesigned light bar
- two new wheel designs
- black out option for badging
-...
Looks like they might be able to do some cool light shows with the light bar.
Also, the frunk looks bigger. Not sure if I’m not seeing what you are all seeing, but it looks much deeper to me.
I think we’re in a very interesting era in between early adopters and early majority where EV car shoppers are coming from a variety of intersects.
You have legacy luxury buyers who are looking to buy the “best” EV. And when they compare prices, they might make some assumptions. These people...
An F350 is also not marketed as a family hauler. It’s a work truck. I don’t think that’s an accurate comparison. Rivian sells SUVs and trucks that are marketed to be used as daily drivers. My guess is 99% of buyers use them as such. As a result, they should be compared to those vehicles.