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So far, Tesla is the only new automaker to make this approach work, and they had tons of govt subsidies to support them.

My point is that all of these steps feel very incremental. -$2B operating loss per year feels like a huge hurdle, which I’m not sure it’s surmountable without govt support, if Rivian is mostly following Tesla’s playbook—from chargers to car models

I don’t know of an alternative. But it just seems like Rivian is employing the same Tesla playbook from 10 years ago, when EV tax credits/discounts and regulatory credit sales were big tailwinds. Now that these govt policies don’t exist, I just don’t know if sticking to this same Tesla playbook...

Largest shareholder or largest bagholder?

A 3-row Lexus EV that starts at $60K? Seems too cheap for the brand

He went with a Cybertruck unfortunately

Technically, I guess he fits, but that’s quite snug

Also, on a per kWh basis, the iX3 50 is cheaper than the R2 performance/launch edition

May 6th, this Wednesday, will be when the iX3 pricing and configurator goes live. Deliveries start in late summer

Miles per kWh is considerably more efficient than the R2. iX3 gets 508 miles of actual range when driven at 50 mph

How are the sodium ion batteries holding up so far?

The U.S. market size alone isn’t enough for Rivian to make it. That’s my point. And exports to other countries will become more unreliable, particularly for EVs where China just dominates

I realize it’s a joke. But Europe and Canada are moving structurally towards China as a reliable trading partner. This won’t change in 2028 and beyond. All of this by the US is just shooting ourselves in the foot and pretending that we’re winning

This would be a negative for Rivian too. If Rivian can’t export, they’re dead. Why would other countries want to import Rivians with this?

Never ends

Yeah but they declined federal loans for the second phase. And it’s not like Rivian is in a position to self fund via positive cash flows

It’s still not clear whether the GA plant will be 400k total capacity (ie over two stage buildout) or 300k total capacity. The way I heard it, it seemed like Rivian is deciding to back away from two stages and just build it in one stage.

That’s impressive. I wish the iX5 can accommodate 7 people. I’d seriously consider replacing our R1S if it did

Damn…

Well said, I’m also voting against. Non-binding of course haha