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Outta here. Good luck, Rivian. You’ll need it.

As %20produced%20180%20R1Ts%20and%20delivered%20156%20R1Ts.%20Nearly%20all%20of%20these%20vehicles%20were%20delivered%20to%20Rivian%20employees.%22']previously discussed, this looks even worse for Rivian, as they filed an S-1 amendment on November 5 (with less than two months of production days...

I preordered an R1S in Oct 2021. I'm not expecting it until end of 2023. We're just west of Boston. We commute often up to Stowe, so we'll get the larger battery when it's available.

There's no question that the R1T will be the best truck, EV or ICE, on the road for the foreseeable future. Rivian has hit a homerun with its first product. And the growing pains of getting production going are completely normal. For a start-up trying to manufacture a complex product at scale...

This quote is key. Communications and transparency are the issues. Badness happens. Plans don't work. Delays are inevitable. But how they're communicated and managed is a conscious choice of the company. And if management decides the best strategy is to not inform guides and to break assurances...

Don't get me wrong. I really, really want an R1S and really, really want Rivian to succeed. The world needs companies with their philosophy and goals. Without a doubt, by next year, Rivian will be producing an ungodly number of trucks and SUVs a day. And this whole period of "production hell"...

While we can't definitively know what was going on at Rivian at the time, the Rivian S-1 amendment issued on November 5 (with less than two months of production days left in 2021 and just prior to their IPO) claimed a production target, which now seems... a bit off. "By the end of 2021, we...

Didn't the S1 say that they would deliver 1000 R1T's by end of this year? In terms of the potential hit on their valuation, these will be the most costly R1T's Rivian will ever (not) produce. Oh, and 15 R1Ss by year's end, too. Aren't these supposed to be produced on the same assembly line as...