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Ageed. Rivian unfortunately doesn't have a good track record on delivering on many of their promises. It pains me to say that, but it has been true too many times. I am deeply skeptical as an investor given their track record that Rivian has the ability to execute on reducing cost...

I don't want Rivian in the ICE business - but if they want to sell a version of their enduro motors and battery tech to VW (or anyone else) who wants to develop a hybrid/PHEV to generate capital and ensure they successfully produce and scale R2/R3 would you have a problem with that?

This is NOT a Ford thread. This is a thread discussing how Rivian can adapt to changing market forces at a critical juncture as they attempt to mass produce an affordable EV to survive as a company. How about you actually read the thread instead of coming in here just to post a dismissive...

Yet you are here, anyway.

This is a great observation. We are in this situation where we have a hybrid that averages 45MPG and we use it exclusively as our road trip vehicle and the EV(s) become commuting and around-town vehicles that make up 90% of our driving. This calculus is why I think hybrid sales have been and...

I think that Rivian needs to find ways to leverage existing partnerships and explore new partnerships to provide capital infusion and be better prepared to compete in an extremely competitive market. The VW deal isn't causing them to lose focus, but they absolutely needed that partnership from...

Agreed. Tariffs won't save US auto manufacturers from the flood of cheep Chinese EV's - especially when they are being subsidized by the chinese government.

I don't disagree with sub-par products but I don't think the Mach-E is subpar. It doesn't have the capabilities of the R1, but it is really a different kind of consumer that they are after. I agree a Taurus EV would be very intriguing.

Beyond making a vehicle that doesn't lose them money, they need to significantly expand their service footprint to reduce the load on their existing service infrastructure. Scaling product lines means scaling service and that is going to also involve significant capital expenditures. Tesla is...

You raise a very important point that I didn't even bring into the equation: Chinese EV's and the potential aftermath of a change in subsidies. Even with heavy import taxes, Chinese EVs have the potential to create a race to the bottom on cost. That could put incredible pressure on Rivian who...

We can agree to disagree that the capital infusion from VW didn't provide a lifeline to Rivian. I am extremely skeptical that they can achieve a positive gross margin in the 4th quarter, but I welcome that.

Snarky responses aside, I would love for someone to argue against the main thesis of my argument. Rivian is bleeding capital. Demand for R1 vehicles has fallen. Market forces have shifted, and consumer sentiment has shifted. How does Rivian adapt to this new market? You can disagree with...

That was simply to underline the point that I'm very invested in Rivian's success. I guess you don't understand the concept of forums.

Yes! Which will become direct competitors to the R2/R3. Ford can sell at a competitive cost and bleed $$ from EVs while they still earn significant profit from their ICE/hybrid/phev lines. Rivian doesn't have that luxury.

No argument there RWerksman. The problem is, Rivian needs to achieve a scale to actually get into the black that I'm concerned they simply don't have the capital to execute. We can argue about what the best way to obtain that capital is, but the writing is on the wall if Rivian can't figure...

Yes, it's called an R2/R3 since neither of them come with the promise of a working PTC or a "real" camp kitchen. Until then, I decided to forgo my preferred pricing so that Rivian doesn't lose another $30K selling me an R1T that they can sell to someone else at a higher profit margin because...

It's not subtle - it's pointless because investment is inherent in the relationship. It is subtle to understand that even though it was an investment, it was effectively a bail out because Rivian can't afford to secure that capital at existing market rates.

Right! What I am saying is, I'd rather Rivian explore partnerships with OEM's that could open them up to new lines of investment and capital vs them going out of business. Rivian should never develop and sell an ICE, hybrid, or PHEV under their brand. But the partnership with VW gives them an...

Please actually read my original post. I never said Rivian would produce an ICE anything. They would provide the electrified components to VW for a vehicle sold under the VW brand. They would also provide software licensing, which is under their existing relationship.

Again, I'm not arguing they setup an ICE production line. I am saying they leverage their relationship with VW to provide VW the electrified components of a hybrid/PHEV that VW sells under the VW label.