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If we are talking about rivian combining both software and services and vehicle margins together then this is correct. This is because software revenues and costs would equally increase. Therefore the "profit" from the VW venture would disappear The -8.8% pure vehicle margin would improve if...

The percent loss (gross profit) does not go down for the more vehicles they sell. if you look at the software side, the percent loss increases because the software costs increase (data, cloud hosting, etc.) but the software revenue decreases because the VW joint venture money does not increase...

Because they would. If they sell 2x as many vehicles, their gross loss shifts to 47 million And if they sell 4x as many vehicles, you can do the math

Rivian's VEHICLE MARGIN (purely excluding software and sales) is -8.8%. They lose $8800 for every $100K vehicle they sell. if there are some inefficiencies with selling less vehicles (i.e. labor costs) it would be insignificant What helps rivian to show 2% gross profit is software and services...

If rivian sold 2x as many vehicles, the software and services remains the same (assming vw joint venture money is fixed) the gross margin shifts to -1.8% Costs of revenues includes factory labor cost, raw materials cost, factory equipment depreciation (which would be based on usage) etc. What...

All safety data is reported to the NHTSA in the publicly available SGO documents. The data is also posted here: https://www.tesla.com/fsd/safety Which now shows more apples to apples data. You're delusional if you think the reason rivian doesn't have UHF today is a safety reason. it's purely...

The gross profit of rivian (without software and services) is -8.8% you can look at the financial report yourself which they publish after every quarter Gross profit is negative because revenue is below the cost of revenue. Software and services is $416 million because they are paid one-time...

Gross profit for rivian includes software sales which includes VW joint venture. Take away VW joint venture investment and the software sales figure is very low. They do not have an big ticket software sales, like say $99 a month ADAS add-on. By using software sales to show gross profit you are...

Tesla was about 10 billion in debt and they delivered 3x what rivian did for the same amount of money. Tesla made back that 10 billion through crypto, energy credits, and selling vehicles for record high prices (due to high demand). Model 3s were selling close to 60K in some trims and possibly...

lucid is better off than rivian simply because they are funded by the saudis. They are launching a midsize lucid model to compete with model Y and R2

There are no official sources. The best we can do is track the data and get an idea. Tesla is sandbagging their performance which obscures readiness from competitors you can't tell from anecdotal drives because FSD 14 drives too well to see issues if not at scale. Even snow driving seems great...

These are only the same if you have the same technology. The software will merge to a point that it is the same. Tesla has all of the features of a self driving car (minimum risk maneuvers, rerouting for closed roads, accident detection and pulling over, etc.) most L2++ systems do not have...

Sorry I was tired last night. None of tesla "hiding" data had anything to do with the lawsuit. Keep in mind this happened in 2019 and the laws around providing crash data were likely different. The standing general order for crash reporting was no until 2021. And even with the 2021 standing...

https://teslafsdtracker.com/ There is a site called the FSD community tracker. It is not the most accurate source of data because the sample size is pretty small, but it does a good job of classifying ratio of disengagements. The safety critical miles are also not accurate because they...

DOJO was 1 billion dollars but most of that was towards actually building the training compute. They use it DOJO was not dropping multiple billions of dollars to develop training compute. Most of that 1 billion was on the compute itself. it was not a failure you think it was. The bigger...

Fred Lambert makes a lot of dubious claims. He makes a living writing anti-tesla articles and therefore is incentivized to exaggerate a little bit. It would be the same as the realtesla subreddit where you simply post something negative and you get free karma. While there are good posts on...

Tesla supercharger rating is -30-50C I don't know if that is much different than Rivian here or they are just claiming higher numbers What is the point of building your own charging network anyways? Other than tesla supercharger network, I'm not sure any other networks are profitable. It seems...

This is not what happened. Tesla collects crash data from all accidents. This is submitted to the NHTSA and also to anyone that asks for it. What tesla said they did not have was the crash video. Tesla collects the videos from cars to train FSD including all accidents. What they do is anonymize...

FSD drives every road on earth. Not with 100% correctness. Right now the miles per safety critical intervention are probably 50K. But depending on where you live, the miles per intervention could be 50-100 miles. The issue is mostly lane selection where the car incorrectly chooses the lane...

There is no chance tesla has large scale robotaxi anytime soon. There is a small chance that tesla removes the safety monitor within the next 30-60 days if they remove the safety monitor and drive on the highway then the safety is there to scale. Maybe tesla next year has a couple thousand...