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It doesn't always work like this. UHF is supposed to be a driver replacement which means it lane changes automatically, takes turns, etc. maybe someone doesn't want this If they want the car to go a set speed and not change lanes, that's what comma does Tesla has only recently surpassed...

The access to tesla supercharger stations is only 60%. It's not just v2 stations. It is v3 and v3.5 stations as well There is a big difference including some very large stations. For example at coachella music festival there are 4 tesla supercharger stations and non-tesla only have access to 1...

I'm not pretending I do. I want to know how rivian producing 2-3x as many vehicles is gross profitable I'm asking how they can have a gross profit while working at full capacity

What fixed vehicle costs does rivian have? They own the factory. The costs of equipment are not fixed. They are variable based on depreciation. The labor cost is insignificant in the overall cost of a car I would believe you if Rivian was not losing $10,000 per vehicle The fact that they have...

That's not what I said. I said increasing sales would not bring them out of negative gross profit. For which you said rivian was not losing money on each vehicle sold already. Explain this please:

you're deflecting because you can't prove rivian is NOT losing money on each car sold. Somehow your business degree allows you to know this but you won't share your findings? Enlighten me, please.

Sure. Whatever. And what is Rivian? Expensively built junk? look at the model Y L or model Y performance and see how much better value it looks for the same price as R2

Rivian is doing end to end self driving which tesla did not do until very late. The progress will be very much like the systems in China who also started with end to end self driving and NVidia systems. These systems did not start out all that great and even to this year are nowhere near...

The argument was that rivian was not losing money per vehicle sold. No one has proved otherwise if anything doing more research has reaffirmed my position as the losses are greater than I had imagined

Hammered? Tesla is #1 in sales Tesla has the #1 auto emergency braking system in the world. Scored a 92 on euro ncap and assuming FSD 14 AEB is used probably closer to 100 The top scoring vehicle you can buy is Model Y for cumulative score Edmunds said that Model Y was the best vehicle they...

Tesla sales are dropping because there are other options. Tesla makes good cars now but people own the non-refresh models and judge current tesla vehicles at a time when they no longer have interest in buying a tesla. The modern tesla vehicles are quite good but for political reasons people do...

The difference is tesla builds the cars cheaply so they can make a gross profit. Cybertruck probably has 20% fewer parts than an R1T Battery alone is 18% smaller Steer-by-wire is cheaper than mechanical steering Tesla AI4 computer + cameras costs less than $1000. Mobileye system alone is...

This was the 2nd quarter cybertruck was available Tesla just increases the prices and tacks on new features if they cannot hit gross profit. Look at model S/X. They increase the price and tack on the "luxe package" Tesla has better economies of scale and build a lot in house. The most...

It was in their financial shareholder letter Which you don't lie in these things Also model 3/Y are for sale in Colombia. After all taxes and fees they are around $32K. Look how cheap you can really build these

This doesn't change the fact that rivian is losing money now. I looked at the numbers again and apparently VW joint venture offset rivian's loss by 154 million. Therefore rivian's real loss is 130 million for 13K cars delivered. Roughly about $10K per vehicle which has been pretty consistent...

As I suspected. All talk. Rivian is losing money per vehicle and you can't prove otherwise Even if we remove the 214 million VW paid for software and services and ~100 million from the cost of delivering those software and services (to match q4 2024 costs) that still works out to around an...

Does rivian pay less rent on a factory they own? No. Does rivian have less utility costs per vehicle even if they have to run more shifts at the factory? Does the equipment depreciation not change despite the equipment seeing more use? Of course not Where does this 8.8% loss come from. Explain...

Show me how rivian is making money from each vehicle they sell? Then please explain. You can't. You're all talk

Fixed overhead is not included in COGS We are purely talking about gross profit which is per unit variable costs. Rivian includes fixed revenue (VW joint venture) in the software revenue category which is confusing. The main revenue source is premium connectivity which is most likely not a...

They would not improve to not have a negative margin. Hence rivian is losing money on every vehicle they sell Show me any evidence that Rivian makes money on the vehicles they sell. There is no evidence. None. Rivians overall gross profit is 2%. If they sell 2x as many vehicles, their overall...