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  1. Increases in your electricity bills?

    I installed a home energy monitor, and itā€™s been very valuable for finding energy users and troubleshooting various electrical issues.

  2. āš”ļø Rivian Announces Next Gen RAN Chargers Designed for All EVs

    Iā€™m looking forward to seeing these in the field. Hopefully they can accelerate RAN deployments a bit with this. That being said, the charging business is not a great business to be in. EVGO and ChargePoint are public companies, and their financials are somewhere in the dumpster fire range...

  3. NACS Adapters now shipping…s00nish!

    Fair compensation for some of those early adopter issues.

  4. Better than expected Q1 deliveries?

    I absolutely agree on the second point. I think re-affirming guidance would give a nice short-term boost to the stock, but not materially change Rivian's prospects. The whole EV world has been hit by enough bad news over the last few months that I suspect Mr Market is already pricing in some...

  5. Better than expected Q1 deliveries?

    I'm going to try my hand at some production math here. Rivian guided to 57,000 vehicles produced for 2024. I'll assume 47k are R1's and 10k are EDV's. Q1: 13.6k produced Q2: Factory shutdown, and probably a slow ramp back up. Let's say 5k. Q3 + Q4: This implies ~19k/quarter for Q3 and Q4, of...

  6. Better than expected Q1 deliveries?

    Protip from someone who has worked in finance for nearly 20 years: Anyone that claims to understand the stock market is either lying or trying to sell you a newsletter. I once did financial reporting for a large public company. Part of my job was telling executives what they should provide...

  7. Saddlebrooke AZ to Denver CO trip report

    Sounds like a good trip with no charger drama. Question for you. I'm Denver based, and am looking for good trip ideas outside of Colorado. Any "must see" recommendations for that corner of NM or AZ? I've been to Santa Fe, but haven't really done other exploring yet.

  8. Tesla FSD Full Self Driving & Rivian ?

    I doubt it's Rivian, but there could be a business deal to be had. Tesla's probably interested in licensing to companies selling millions of cars, not tens-of-thousands. Looking at a hypothetical business model, Rivian charges the same $100/mo that Tesla does for those that want to buy it...

  9. Chicago to Vancouver - Use Rivian or ABRP?

    I do my major route planning through ABRP. Iā€™ve found the nav is decent, but it calculates conservatively. Itā€™s not so much of an issue when you look at shorter trips, but it really compounds on multi-day trips. Once I know my route in ABRP, Iā€™ll stick an intermediate destination into the...

  10. Cool article from the WSJ on the EDV

    I'm tangentially involved in budgeting for a company that has a fleet of delivery vehicles. They look at it on a "per route" basis instead of a per vehicle basis (a vehicle may have more than one route). Gasoline is currently around $9k/route/yr, and vehicle maintenance/repairs is...

  11. Midnight train to Georgia derailed? Article: "Georgia demands Rivian secure, maintain factory site"

    This looks like a pretty normal back-and-forth for figuring out a path forward with dramatically changed plans. GA has some legitimate concerns about the state of the site, and wants to get plans/commitments to mitigate those concerns. Even the well-intentioned corners of corporate America...

  12. Reno to Tucson... Can't get there from here.

    I think part of the challenge here is that route planning in the app is suboptimal. I'll agree with OP that I wouldn't drive the route suggested. I have a similar issue with a trip I'm planning to SE Utah this summer. Just to give a few examples, ABRP and the app are proposing two different...

  13. Road trip destination suggestions NYC Metro to--->???

    You're looking for an outdoor adventure. I jest. Sort of. I have a trip to Alaska in my aspirational adventure trip list, but have similar constraints on real world obligations. I don't know the east coast that well, but I've always thought of Maine as a great place to get lost for a week.

  14. Road trip destination suggestions NYC Metro to--->???

    Tell your boss you need more than a week. https://abetterrouteplanner.com/?plan_uuid=d6d89c6a-193c-4909-b23b-d15aaa88e952

  15. The future of charger reliability scores

    I see a lot of potential in Rivian's new reliability scores. Getting EV's to a broader mass market requires a better charging experience that doesn't require multiple apps and checking reliability. You should just plug a destination into your nav and it takes you there with zero charging...

  16. I swear headlines these days.

    I think they're just paying the lowest bidding bloggers enough to write something that gets clicks. That's about as deep of fact-checked as it gets.

  17. Rivian continues to miss out on revenue

    I fundamentally agree, but I think youā€™re overestimating the value here. Rivian has two new revenue streams coming up when you include connectivity services and opening RAN to other brands. I personally think they should also start licensing some of the ABRP IP to other automakers. Both are...

  18. New Official Rivian Adventure Network and Charging Station Info

    I usually go to the Hilton or Marriot sites directly. They have a filter for EV chargers. Iā€™ll then look up those hotels on PlugShare to see the details of what the chargers are. Another thing Iā€™ll look for on PlugShare is a charger within a block or two of a DCFC.

  19. Should RJ try to get the exiting Tesla execs?

    Rivian has already poached so many people from Tesla that I frequently say the cars are quite literally designed by the same people. Rivian should hire where they have existing gaps and hiring needs. They now have a larger pool to choose from.

  20. Factory Shutdown Bingo

    Need to add an option for an accelerator that doesn't vibrate with the AC on. I bet they fix that.


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