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  1. Coast2Coast

    Transportation VC Talks Rivian

    Here's an interview with a transportation industry insider and VC who talks at some length about Rivian. He says nothing revelatory, but everything he says is insightful and useful. This is one of the few times I've seen where an industry insider who has no axe to grind goes into detail about...
  2. Coast2Coast

    Toyota - First to Commercialize Solid State Batteries?

    Fred Lambert of Electrek posted this article today. https://electrek.co/2020/12/11/toyota-electric-car-solid-state-battery-10-min-fast-charging/ He's a bit skeptical of Asia Nikkei''s writeup of developments at Toyota. Asia Nikkei is very reliable source. It's the equivalent of the Wall...
  3. Coast2Coast

    Camping With Your Rivian: Leveraging Forum Wisdom

    I found this on Forbes and it's useful if you're thinking about camping with your Rivian and using RV parks, as it talks a lot about charging options. https://www.forbes.com/sites/bradtempleton/2020/08/25/your-guide-to-a-camping-road-trip-in-a-tesla-or-other-ev/#28b7e13647bb My guess is we have...
  4. Coast2Coast

    Adventure Van Anyone?

    A couple of times before, I've said how great it would be if Rivian would explore the adventure van segment leveraging its skateboard architecture and Amazon van models (there will be 3 Amazon models, all different sizes). The commercial van segment for carrying people would be another easy...
  5. Coast2Coast

    Ambidexterity and Rivian: Amazon & VIA Motors - EV Tech for Commercial Trucking

    I just came across Via Motors, and it opened up a whole new world (for me) of what the electrification of trucking means and how Rivian may or may not fit into the picture. (There's a lot of discussion on Via's website about BEV and PHEV systems and sub-systems.) Via's customers have driven 5...
  6. Coast2Coast

    Off-Roading 101: Ford and Jeep Compete & Whither Rivian

    I'm not an off-roader though I did on occasion take my Land Cruiser into the wilds of BC and Washington State when I worked in Vancouver years ago. We've seen videos showing the R1T in off-road testing - trail running, rock climbing, drifting and the like. Ford just unveiled its Bronco revamp...
  7. Coast2Coast

    Where Does Rivian Go From Here: Future Talk

    Rivian's future is endlessly fascinating and it's been touched on in many threads & posts. It might be good to pull all that together and organize it. I think there are 4-5 topic areas: 1) upcoming vehicles, 2) finances, 3) international expansion, 4) branding, and 5) whatever you guys think...
  8. Coast2Coast

    Hummer Copies Rivian: No Wonder GM & Rivian Couldn't Reach a Deal

    GM hasn't yet launched its new BEV Hummers, but details are leaking. Apparently there will be two vehicles, a short-bed truck and shorter length SUV, and different battery pack sizes. GM's new Ultimuum battery packs, developed in conjunction with LG Chem, will provide power. A lot of details...
  9. Coast2Coast

    Alternative Energies Push: From Hydrogen to Better Batteries - With More Info Added

    I didn't know where to put this thread. At first, I thought I'd stick it into earlier battery threads, but they're weeks or months old and I worried new information would get lost by appending it to old threads. So, a new thread. I'm not a chemist, engineer, scientist, technician or anything...
  10. Coast2Coast

    Million Mile Batteries: Fairly Soon, If Not Sooner

    Here's a well researched piece on recent battery advances, particular the advent of lithium iron, as opposed to lithium ion, battery chemistries. https://www.cnbc.com/2020/06/30/tesla-and-the-science-of-low-cost-next-gen-ev-million-mile-battery.html In the States, Tesla gets most of the credit...
  11. Coast2Coast

    TFL Review of 8 Electric Truck Wanna-be's: When & If the Rubber Hits the Road?

    The Fast Lane, TFL, run by Roman and Andre, is the number one truck review site on YouTube. They just released a nearly one-hour long video looking at the 8 electric truck wannabe makers, including Atlis, Bollinger, Ford, GM, Lordstown, Nikola, Rivian and Tesla. For forum members, key...
  12. Coast2Coast

    Batteries, Skateboards & Software: Everything Else Is Just A Metal Box and Sub-Assemblies

    Here's a couple of recent news stories just out: CATL, China's biggest battery maker, reveals its new chemistry for million mile batteries plus its next five year's development projects, and a former Audi exec talks about how it's all software now, and most legacy auto companies just don't get...
  13. Coast2Coast

    Long Way Home: Battery Costs, Chemistries & Sourcing Strategies - Lessons from Tesla

    Here's an insightful piece on battery costs, chemistries and sourcing strategies based on research about Tesla's experience, especially at GigaFactory I...
  14. Coast2Coast

    Nikola's Explosive Arrival on Wall Street & New Badger Pickup - Crowding Out at the Feed Trough?

    Long haul semi new arrival, Nikola, has seen explosive gains in share price since listing on the NYSE last week. Share prices have doubled. Nikola is proposing a fully integrated model, long haul, fuel cell powered, 700 fuel station network offering fuel generation, storage and delivery to...
  15. Coast2Coast

    China's CATL Announces Million Mile Battery

    CATL, China's largest battery maker, has announced it's able to produce and it's ready to take orders on million mile batteries. Initially, they'll be 10% more expensive than current generation lithium ion batteries, but they'll last ten times longer. Current batteries are generally...
  16. Coast2Coast

    5,000 Model 3 Owners Bare All

    Bloomberg just published this very detailed, wide ranging and revealing survey of 5,000 Model 3 owners. https://www.bloomberg.com/graphics/2019-tesla-model-3-survey/market-evolution.html#intro Most impressive to me, a non-Tesla owner, is the after-the-fact, continuous improvement (kaizen)...
  17. Coast2Coast

    Chicken-and-Egg Problem: It's Goes Slow Until It Goes Fast

    Here's a fairly persuasive Bloomberg article on the Chicken-and-Egg problem associated with BEVs: major OEMs aren't motivated to produce many BEVs until people buy them in large numbers, and people aren't incentivized to buy BEVs in large numbers until they cost less and are easy to charge...
  18. Coast2Coast

    Lincoln's Aviator - the SUV the R1S needs to Beat?

    Lincoln's Aviator is getting an awful lot of good press. It's being called the new American standard for luxury SUVs and better than the Bavarian competition. High praise, indeed...
  19. Coast2Coast

    GM's Battery Blitz: Ultium Batteries As the Skateboard of Battery Packs?

    GM introduced its new Ultium batteries when the pandemic was just getting going in March, so GM's new product announcement got lost in the noise. Now, GM is trying again. It's claiming it's close to milliion mile batteries, its new battery architecture reduces the use of cobalt by 70% at...
  20. Coast2Coast

    R1S vs R1T Decision: Help...and Let's Play

    Every week (everyday?), I change my mind about buying a R1S or R1T. I built a simple model to help make the choice easier but, because how I weigh factors can change daily, outcomes may not become clearer. But the exercise may still be worth the effort, if I'm thinking more cogently about...


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