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Let's assume 75% conversion. Most 2020 and earlier pre-orders are delivered by Q3'22. If Rivian builds 80,000 in 2023, the pre-order delivery mapping looks like this: Total R1 Q1 Q2 Q3 Q4 80,000 48,000 Q1'21 Q2'21 Q3'21 50% Q4'21

Excellent question. I assumed 100% conversion rate. Below is my estimate of R1 cumulative pre-orders by quarter. You can use it with a different conversion rate to estimate deliveries. Q1'20 Q2'20 Q3'20 Q4'20 Q1'21 Q2'21 Q3'21 Q4'21 4800 7000 10000 15000 22,500 33,000 48400 71000

Your prediction was spot on. Here is a Bloomberg article: https://www.bloomberg.com/news/articles/2022-03-24/ex-jpmorgan-banker-maps-rivian-s-path-to-regain-wall-street-halo In 2022, that gives 15,000 R1s, so all 2018, 2019 and 2020 pre-orders will ship this year. Below is a projection of...

I hope you write up a S vs. X comparison after you take delivery.

Yes, I saw these comparisons when I looked up the trim levels. That's why I continue to wait for my R1S; it's a great vehicle. The wait would be more pleasant if we didn't have to scour chat forums and financial disclosures to figure out the likely delivery date.

Was it never suggested to you that if you have nothing constructive to say, to not say anything?

Yes. Excellent point. I should have said interviews on the record with the media. And they communicated that their production in 2022 will be reduced.

OK. Appreciate you clearly outlining how you see the difference of opinion. It enables continued discussion. My original comment was about dissatisfaction with CS communication, which continues to now. I don’t mind delays in delivery, changes in projected production, and even increases in...

Move the goal posts? Go read the first post. That's the only goal post in this thread. You are the one that shifted the discussion to how legally binding are the delivery estimates.

Thank you! That's the only point I making; I don't love Rivian CS comms. it forces me to go to financial disclosures which by design are noncommittal.

Spit out? That's a great tone for discussion.

I wrote customer and Amazon pre-orders (notice the AND in between customers and Amazon). 48,340 R1T and R1S pre-orders plus 100,000 Amazon EDV pre-orders adds up to 150,000 total pre-orders. Looks like your interest is in nitpicking. Your argument about a single unsourced article is also a...

You asked for facts. You got facts. They do not reach your thresholds, which is evidence that stands up in a court of law. This is by design because it first passed a gauntlet of lawyers. However, that's not the point of the original comment, which you are desperately trying to reshape into...

You are proving the notion that CS communications is opaque and lacking in content, which is why you are so easily to show absence of "proof". I don't even mind the delays. I do mind having to root through financial statements to find scraps of useful information to estimate my deliver date...

Please click on the link in the comment to which you responded. You will see that Rivian states they will deliver 25,000, which is drop from the 40,000 that they built an expectation for. Their IPO prospectus implied they would deliver even more. A factory capacity of 150,000 per year and...

Thank you for proving my original point that Rivian CS (unlike it's great vehicles) sucks, which forces customers that want an estimate of their delivery dates to go digging through sources like the 250 page IPO prospectus to get hints. The liberally sprinkled disclaimer statements are carefully...

I am glad you are satisfied Rivian CS communications. It looks like you are the target audience for their messaging strategy. Unfortunately, your spirited defense of their promises runs counter to their public statements to Wall Street...

The top of the line Lariat and Platinum versions of F-150 Lightning are comparable to R1T. This is similar to the Mach-E Premium being comparable to the BMW iX. Unless you see the iX’s bugs bunny buck teeth grill placing it in the clown car category.

That battle has already been won by Ford. They have 200K pre-orders for the Lightning, and stopped taking any more.

Read the IPO prospectus. For your convince: https://www.sec.gov/Archives/edgar/data/1874178/000119312521289903/d157488ds1.htm