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Does it make sense to withhold reservation numbers until earnings? If that news is combined with any negative news e.g. risk of missing R1 sales then the stock is just going to continue the downwards trend. If they release the reservation numbers now then the stock has a chance to rebound before...

This thread is really just a bad beats table. "this just in, Rivian is up 1.55% on news that people will be forced to buy one." https://www.cnn.com/2024/03/20/climate/epa-biden-electric-cars/index.html

"work expands so as to fill the time available for its completion." To provide "realistic" timelines is to cause 3-6 additional months of delay in completion of the line and the car. It is way better to understand human psychology and the impact on processes and work and over promise and under...

I have more than enough shares to offer constructive advice and engage in constructive discussions. I don't know how constructive these discussions are. If Rivian had a couple hundred workers with the same work ethic that I had for the last twenty years it would be done in under 21 months...

Men and months are often interchangeable commodities when a task can be partitioned among many workers. It is all highly related to systems programming, I mean it's literally robotic programming. Some of these tasks can be done faster given more workers. Some of them cannot. The ones that...

"work expands so as to fill the time available for its completion." Parkinson's law Some of these tasks can be completed concurrently and some cannot but less than 21 months seems more than sufficient given the law of time allotted largely defining time to completion. If they can use some of...

We are in the month of March. To deliver the first R2 to a customer in 2025 is to build one vehicle in 21 months or less. I am absolutely positive that Rivian workers can deliver one R2 to one customer in 21 months time. The story the public and investors want to hear is about first delivery...

We are in the month of March. To deliver the first R2 to a customer in 2025 is to build one vehicle in 21 months or less. I am absolutely positive that I could deliver one R2 to one customer in 21 months time. The story the public and investors want to hear is about first delivery and then...

I think seeing Rivian DHL vans would be really cool. Honestly, I would just update the DHL logo in a corporate rebranding effort. I would also update the color of yellow just slightly till they land on one that's more pleasant. I bet it would end up being a softer more upbeat shade. Then I...

The team members responsible for the cool interior and fresh paint schemes should take a wack at a special edition R1S. Maybe in cooperation with national parks or REI or Sequoia Foundation or something.

Apparently imploring the strategic suggestion to build R2 in IL was not merely my own. Glad there are rational and strategic individuals in leadership - that is reassuring. The other constructive criticisms of R1 have all been addressed as well, just in R2. no silver trim (or optional) "... the...

Great points. I think a permanent crumple zone en leu of a frunk would be the only viable option. Probably more advantages on a smaller R3. I would be surprised if the front ends have been completely optimized for the considerable space an ev allows. There's a few lives in those diminishing...

I don't think commercial RCV is a strong enough bridge to R2 (2026). I think it's an expensive (for now) van that is selling in limited quantity because companies have carbon emission goals and it's really good marketing. I think they need to remove some worry about production deadline misses by...

An R2 line in IL is going to ENSURE financial success. It will stabilize the stock through to production. It will lead to better terms on the capital raise. Better perception of leadership. A perception that Rivian has a strong work ethic. An R2 line in IL is a small potential failure only in...

Thank God! The rear window is not symmetrically opposed like that original photo would lead some to believe. The limited appeal silver trim line is gone as well. It's quite nice. I think it will resonate with their existing adventure minded buyers and outdoor enthusiasts. I think it could steal...

It's nice. I like how visible the curve is to the rear wheel well. Looks better than the new EV Volvos which is helpful. Looks just as good but not as stylish as the Polestar SUV (to me). Hopefully it's not too conservative in styling and feature-set. All in all I see it as a contender EV SUV...

I agree, that video qualified as strange. They should get some powerhouse marketing team to do a commercial if they do one. Something that says adventure and freedom beckon. One that feels free to poke fun of the charging aspect too. Lazily leaning/falling out the passenger side door on phone at...

That is hot. Granted the company likely sells few R1S vehicles after March 7th if that's the R2. It's an updated R1S not an entry level if that's the vehicle. I think there's an opportunity for the real thing to be slightly more progressive but similar dimensions. Let's hope the real one...

I would like to see the executive team rely more heavily on market research and feedback. Imagine being on Rivian product design and having this initial version of a design. Then opening a generative AI tool uploading the vectorized design and clicking on “feedback“ and editing The per iteration...

I don't know that the average R1 owner is rock crawling and placing priority on the replacement of a piece of cladding ahead of the overall look and aesthetic of the vehicle. - I would decrease the cladding an inch on the sides. It looks like it has metastasized and could spread further up the...