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The problem here is that you think $85k is the price you will pay or a sustainable price for them to sell at. We'll see. My bet is that Rivian is underpricing and their whole gender discrimination lawsuit points to that idea as the whistleblower in question wanted to discuss the issue of pricing...

What are you talking about? The Hummer EV test mules basically lived in Moab for several months this year. Rivian did a few publicity stunts around town but other than the Ford Bronco people the Hummer EV was more or less being tested off-road in a way that was pretty conspicuous. Hummer EV...

What is SO funny is that I talked to these Hummer people in Moab because their test mules practically lived at the only (non-Tesla) fast charging station in town (mooching free electricity) and they were quite confident that the Hummer EV would be the first into production before the end of the...

The difference between Aptera and Canoo is night and day. Aptera has at the very least a niche market that they're going after, aka small and light, long range vehicles in sunny places with highly engineered, minimalist components. Given that you can operate it with zero energy cost they can pay...

Ford yes, Rivian, not so sure. They only have under 60k pre orders and they want to ramp to 65k (?) deliveries a year by the end of 2022. That seems to imply a pre order now could be delivered before the end of 2022 given that their factory has 180k (?) annual capacity and the Amazon trucks are...

After 1 year it is taxed as “long term” but on a volatile position like this you should think of it more like free money vs the possibility of losing money over a period of time that is expected to be volatile (aka would you rather lose half your profits to taxes now or half your total position...

I cashed out 100% and put in another R1S deposit. I think there’s an easy $20k arbitrage potential with the R1S so I don’t understand why they aren’t at 100k+ preorders on the SUV alone. The Escalade ESV isn’t that much nicer than this and those are going for $120k+. The gender discrimination...

Don’t jinx yourself. I have substantial direct experience with high speed, law enforcement, and stupid driving behavior. I’ve seen a lot. I think the middle aged demographic is probably the highest risk. You get some money, blow it all on a fast electric truck, all of a sudden you’re a YouTuber...

I think the market will speak to that. Not everyone wants 3 sec 0-60 times as an always on feature. I can make my kids throw up in the back with 3.5-4 second 0-60 type accelerations so at some point parental control type features will become more standardized so you can legislate whether...

For the love of God I hope they stop talking about these acceleration numbers. The last thing we need is more insecure truck bros roaming America trying to outdo each other with their oversized death machines. What will be worse is that the insecure truck bros can’t afford the new fangled death...

I almost didn’t allocate but I knew better than to choose 0. The FOMO would have been intolerable. $3k in funny money gains means $3k in free stock when it dips. Irony here is that the cap gain will likely get offset by some Jeep 4xe purchases (or loss harvesting) … The other irony is that...

It's already starting to look like we'll see battery swapping as a viable model sooner than later while charging and battery tech takes its time to catch up. If I were a commercial user going through many charge cycles per day the charging speed wouldn't be a concern with a battery swapping...

In general, it just means you can't pick it up at a Rivian "location" much like Tesla has service centers and showrooms in Texas but you cannot receive your vehicle at either of these places. It will be delivered to your house or anywhere that the truck can unload. If you're not in need of a...

No vehicle currently charges at 350. The Taycan tops out at 270 if you have just the right conditions: ~5-10% SOC, pre-conditioned battery temp, and a few other things. It is rare to see rates above 250. I recently charged at a 350 station at 20% and only managed about 200 kw peak. The Hyundai...